Quotavue

Quotavue turns CRM deal activity into quarterly revenue forecasts and flags deals that may be slipping. It suits revenue operations teams on Salesforce or HubSpot that want pipeline signals to inform their outlook. Its focused forecasting is appealing, but CRM-only inputs and the free tier’s 50-deal cap narrow its fit.

Overview

Rather than asking reps to supply deal-health judgments, Quotavue scores activity patterns, engagement gaps and stage velocity. It looks for signals such as slowing deal velocity, stakeholders dropping out and changes in the relationship between committed revenue and pipeline. That makes its risk view useful for teams seeking behavioral indicators, though it remains a quarterly revenue forecast built solely from CRM data—not a broader planning system.

A live pipeline view pairs deal-level risk flags with a quarterly forecast and confidence band. Salesforce and HubSpot are supported now; Pipedrive and Dynamics remain roadmap items. Outreach, Salesloft, Slack and Google Workspace are also among the tools it works with. Quotavue says a first forecast can appear about 15 minutes after a team connects a supported CRM, which lowers the setup hurdle for a small evaluation.

CRM access uses read-only OAuth for opportunities, contacts, activity history and stage timestamps. The maker says data is encrypted in transit and at rest, and that deal names and contact personal information are deleted when an integration is disconnected. Quotavue is not yet SOC 2 certified and is working toward certification with SOC 2 controls as a design guide, a meaningful consideration for organizations with formal compliance requirements. RevOps offers optional write-back to custom fields, but the maker says Quotavue does not alter deal stage, amount or close date.

Key features

• Signal-based deal scoring: Activity patterns, engagement gaps and stage velocity underpin health scores instead of rep input. Teams get a consistent behavioral lens on risk, but the score is limited to the signals available from connected CRM data.
• Risk and forecast views: Deal-level flags sit alongside a quarterly revenue forecast and confidence band. This links individual pipeline concerns to the quarter’s outlook, rather than offering forecasts across other horizons or data sources.
• Updates and exports: Starter sends a weekly forecast summary; RevOps adds daily updates, a board-ready export and a deal risk register. The paid tier is the more practical choice for teams that need frequent review and reporting artifacts.
• CRM access and write-back: Read-only OAuth covers core deal and activity records. RevOps can optionally write to custom fields, giving teams a way to return selected information without changing core deal fields, according to the maker.

Pricing

The free Starter plan is $0.00 per free, forever. It allows up to 50 active deals, one Salesforce or HubSpot connection, five deal signals and one user, with weekly forecast summaries and email support. It is a useful low-risk way for a solo operator or small pipeline to assess the approach, but the deal and seat caps make it unsuitable for a larger forecasting process.

RevOps costs $249.00 per month, billed per month and annually, or $299.00 per month, billed per month and monthly. Both versions cover up to 500 active deals and five users, with all eight signals, daily forecast updates, a board-ready export, a deal risk register, optional CRM write-back and priority support. The annual rate is lower, while monthly billing costs more for the flexibility of a monthly term. This is the tier for established teams that need regular operating reviews without unlimited deal volume.

Growth costs $649.00 per month, billed per month and annually, or $799.00 per month, billed per month and monthly. It removes the active-deal cap and adds multi-team and multi-segment forecasts, custom signal weighting, API access, unlimited users, dedicated onboarding and SLA support. It is aimed at larger or more complex RevOps organizations; teams that need only a single forecast and fewer than 500 deals may not need its expanded scope.

A 14-day trial is available. The free plan remains a separate forever-free option, while paid plans offer annual or monthly billing at the stated rates.

Platforms

Quotavue is available on web and through an API. Its CRM connections are currently Salesforce and HubSpot, so teams dependent on Pipedrive or Dynamics cannot use those as supported forecasting inputs today.

Who it's for

Quotavue is strongest for revenue operations teams that manage quarterly revenue forecasts in Salesforce or HubSpot and want deal risk tied to activity, engagement and velocity. Starter can suit a single user validating the approach on a small pipeline; RevOps fits teams that need daily updates and exports; Growth is the better match for unlimited deal volume, multiple teams or segments, and API access.

It is a weaker fit for teams that need non-CRM data in the forecast, another CRM as a current source, or SOC 2 certification as a procurement requirement. Its quarterly-only horizon also does not suit teams seeking forecasts on other timeframes.

Pros and cons

• Pro: Deal scores use activity, engagement and stage velocity rather than rep-entered judgments, giving teams a consistent behavioral basis for risk review.
• Pro: The forecast, confidence band and deal-level flags connect quarter-level outlook to pipeline concerns.
• Pro: A forever-free tier supports up to 50 active deals, and the 14-day trial gives teams another way to assess paid functionality.
• Con: Forecast inputs are CRM-only, and the only supported CRM connections today are Salesforce and HubSpot.
• Con: Starter is limited to one user, five signals and weekly summaries, while RevOps stops at 500 deals and five users.
• Con: Quotavue is not yet SOC 2 certified, which may rule it out for organizations requiring that certification.

Alternatives

For a broader category comparison, browse Sales Forecasting Software. Among the listed alternatives, Weflow is worth considering if you want a paid product with a free trial and broad platform coverage; Wizard AI Forecasts offers a freemium option and a free tier with monthly AI credits and bookings.

Avoma is another freemium choice, with a Startup plan at $19.00 per month billed annually and free view-only seats. Data Parrot Sales Forecasting has a free Starter tier for five users with daily and weekly briefs, including HubSpot, Slack and Fathom integrations. MoData may suit teams seeking a free analytics option, with a free plan for sales teams under five and one data integration.

RevenueGrid is a paid alternative with a free trial and an Activity Capture 360 plan at $30.00 per month per user. Aviso Sales Engagement is a paid option with custom proposals and white-glove onboarding. Gong Forecast is a paid alternative with per-user licenses and a platform fee.

Verdict

Choose Quotavue if your RevOps team forecasts quarterly revenue in Salesforce or HubSpot and wants deal-risk signals grounded in pipeline behavior, with daily updates and reporting available on RevOps. Look elsewhere if you need another CRM, broader data inputs or SOC 2 certification; those constraints matter more than its quick setup or free entry tier.