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Leverage advanced analytics to forecast revenue with unmatched accuracy.
Gain real-time insights and strategic guidance to make confident decisions faster.
Everything your sales & op’s team needs to plan smarter
Connect Salesforce and HubSpot directly. Your pipeline data stays in sync, automatically - no manual exports, no stale spreadsheets - but if wanted, upload your csv-file.
Model different sales scenarios in real time and see the impact on your forecast instantly. Compare, adjust, decide.
Ask questions about your pipeline in plain language and get instant, data-backed answers - powered by AI, grounded in your actual CRM data.
See how every rep and team is performing, side by side, without switching tools or building reports by hand.
Give Claude or your own agents direct, secure access to your pipeline data - build custom workflows and reports without leaving your favorite tools.
Get pipeline updates, forecast changes, and scenario results delivered straight to Slack. No login, no dashboard-hopping - your team sees what matters, where they already work.
Seamlessly connect to Salesforce and other CRMs to pull live sales data—ensuring every decision is based on the most current insights.
Get instant answers and strategic recommendations from Aunt Rachie, your built-in AI assistant, trained to spot trends and guide smarter planning.
Why trying Planning Cockroach for Your CRM Audit?
Dive into your CRM's (Hubspot or Salesforce) System, Data, and Business processes for a complete performance view. Receive maturity scores and clear, actionable recommendations with a 30/60/90 day roadmap.
Focus on improvements that enhance lead conversion, win rates, and data reliability. Transform insights into tangible improvements in CRM efficiency and sales success.
Works with platforms like Salesforce and HubSpot for a smooth audit process. Get guidance to turn CRM insights into strategic advantages for your business growth.
Transform complex sales data into clear, understandable insights that reveal the true story behind your performance. Understand the 'why' behind your numbers and identify core drivers for revenue growth and budgeting accuracy.
Move beyond passive reporting. Our analytics directly feed into your scenario modeling, allowing you to instantly test strategies and make informed decisions that translate into tangible operational plans and predictable revenue outcomes.
Create robust revenue strategies built on facts, not assumptions. Leverage deep performance analysis to set smarter, achievable goals and align your entire team towards common, data-validated objectives.
Connect seamlessly with Salesforce (and soon HubSpot and other CRM) to access live sales data. Ensure your planning and budgeting are always based on the most current insights, enabling rapid adjustments and informed decision-making in a dynamic market.
Gain immediate visibility into critical metrics like win rates, conversion probabilities by lead source (e.g., Inbound, Outbound, Partner, Existing Business), and quarterly performance proportions. Understand exactly how each part of your revenue engine is performing.
Leverage "Aunt Roachie," your built-in AI co-pilot, to gain intelligent insights and data-driven suggestions. She helps you spot critical trends, diagnose pipeline gaps, and refine your scenario metrics for optimal outcomes, empowering smarter planning.
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