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AI Tools for CRM and Revenue Forecasting

Pipeline management is where revenue is won or lost in the quiet moments between meetings. AI helps by surfacing deal risk early, keeping CRM data clean, and making forecasts based on signals rather than gut feel.

How teams typically do this

  1. Step 1 — Log and track deals

    HubSpot

    Central CRM for all pipeline activity

  2. Step 2 — Forecast revenue

    Clari

    AI-driven pipeline inspection and forecasting

  3. Step 3 — Review call quality

    Gong

    Analyse sales conversations for deal risk signals

  4. Step 4 — Coach and improve

    Outreach

    Guide reps with AI-recommended next actions

Best tools to manage sales pipeline & forecasting

1

The enterprise standard for AI-powered pipeline management. Einstein scores every deal, surfaces next-best actions, and feeds accurate forecasts — if your CRM data is clean enough to trust it.

$$$ Mid-market Enterprise
2
Gong Listed

Pipeline intelligence from the conversation up. Gong reads every call and email to update deal health automatically and alert managers when a deal is going quiet or showing risk signals.

$$$ Mid-market Enterprise
3
Clari Listed

The dedicated revenue forecasting platform. AI-driven call accuracy, pipeline gap analysis, and rep performance insights purpose-built for RevOps teams who need to trust their number.

$$$ Mid-market Enterprise

Browse all tools for this workflow: CRM , Revenue Forecasting

Prompts to get started

Go deeper with the playbook

Buying, upgrading, or extending your CRM with AI? This guide cuts through the vendor noise so sales leaders, RevOps, and IT can make the right call.

AI Playbook for CRM →

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