QuarterOne logo

QuarterOne

by QuarterOne Finance Ltd · Since 2018
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ActiveFree tier
Quick facts
VendorQuarterOne Finance Ltd
Year launched2018
StatusActive
LocationLondon, United Kingdom
Countries servedN/A
Languages1
Integrations4+
Free tierYES
Free trialYES
Contact salesNO

About QuarterOne

QuarterOne is an AI-powered sales forecasting tool for sales teams. It automates forecasts by integrating with CRM data, provides new business predictions, tracks sales velocity metrics, and offers advanced reporting dashboards.

QuarterOne is a sales forecasting platform designed to provide automated, AI-powered forecasts for sales teams. By integrating directly with CRMs such as HubSpot, Pipedrive, and Zoho CRM, it eliminates manual data entry and keeps predictions updated in real-time. The product is aimed at teams looking for clearer insights into their sales pipeline, offering features like new business predictions, velocity metrics, and target tracking. It offers a free tier with basic forecasting for unlimited users, and a paid 'Essential' tier that adds advanced reporting, pipeline change tracking, and automated daily data syncs. A 14-day free trial is available for the paid plan. Support is provided online, with expert help available. The platform is web-based and does not offer native mobile or desktop applications.

Pros & Cons

Pros
  • Offers a permanently free tier with unlimited users and core forecasting features.
  • Provides a 14-day free trial for its paid plan without requiring a credit card.
  • Integrates with several popular CRM platforms like HubSpot, Pipedrive, and Zoho CRM.
  • Automates the forecasting process using AI and real-time CRM data.
Cons
  • The paid plan is a flat monthly fee, which may be costly for very small teams.
  • Advanced features like pipeline tracking and daily sync are restricted to the paid tier.
  • No native mobile or desktop applications are mentioned.
  • Support options appear limited to online channels, with no phone or live chat specified.

Features

Key features

Automated Forecasting

AI-powered forecasts that update automatically with your CRM data.

CRM Integrations

Connects with popular CRMs like HubSpot, Pipedrive, and Zoho CRM to sync deal data.

Advanced Reporting

Provides shareable dashboards and reports for stakeholders.

Pipeline Change Tracking

Monitors changes in the sales pipeline for the Essential plan.

Target Setting

Allows for setting and tracking basic or advanced sales targets.

Additional features

New Business Predictions

Forecasts potential new business based on current data.

Velocity Metrics

Tracks key sales velocity metrics to understand sales cycle speed.

Weekly Email Summaries

Sends basic or advanced weekly email updates on forecast progress.

Excel Data Feed

Allows for exporting data to Excel for further analysis with the Essential plan.

Automated Daily Sync

Keeps data fresh with daily synchronization from the connected CRM on the Essential plan.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Free
USD 0/mo
flat rate · billed monthly
  • Automated forecasts
  • New business predictions
  • Velocity metrics
  • Basic targets
  • Basic weekly emails
  • Online support
  • Unlimited users
Source: vendor pricing page →
Essential
USD 159/mo
flat rate · billed monthly
  • All Free Plan features
  • Advanced reporting
  • Advanced deal spreading
  • Pipeline change tracking
  • Advanced targets
  • Advanced weekly emails
  • Automated daily sync
  • Excel data feed
Source: vendor pricing page →

Countries & Languages

Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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