QuarterOne: Pricing, Free Demo & Features

Name: QuarterOne
Price: 159 USD
Rating: 4.5 (2 reviews)

Last Updated Sep 2, 2026

Overview

QuarterOne software provides automated sales forecasting and revenue recognition, aiding in planning and tracking. While the layout could be more optimized for finance teams, its seamless integration and automated syncing justify the investment. Overall, QuarterOne’s strategic benefits make it a compelling choice for sales performance optimization.

Overall Rating

Based on 2 users reviews

4.5

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

$159

per month

QuarterOne Specifications

Sales Forecasting
Reporting And Analytics
Sales Pipeline Management
Performance Tracking
Sales Automation
Customizable Dashboards
Collaboration Tools
Lead Management
Lead Scoring
Contact Management

View All Specifications

What Is QuarterOne?

QuarterOne software is an automated forecasting platform that extracts live data from CRMs to generate real-time financial insights and performance metrics. It primarily addresses the manual guesswork inherent in sales reporting by offering automated sales forecasting and revenue recognition features. Designed for startups and SMEs, QuarterOne features help leadership teams visualize future income, track team targets, and understand sales velocity, effectively bridging the gap between sales activity and financial planning.

QuarterOne Pricing

QuarterOne offers a Free pricing plan and an Essential plan for $159/month. Request a custom QuarterOne pricing plan that meets your requirements.

Disclaimer: The pricing is subject to change.

QuarterOne Integrations

The QuarterOne software supports integration with multiple systems and platforms, such as:

Watch the QuarterOne demo to learn more about its integration arrangements.

Who Is QuarterOne For?

QuarterOne is ideal for a wide range of industries and sectors, including:

SaaS startups
Marketing agencies
Management consulting
Professional services
SME manufacturing
Financial services
Technology firms

Is QuarterOne Right For You?

QuarterOne is an ideal fit for growing businesses that require real-time visibility into sales performance without complex technology projects. The platform's standout feature is advanced deal spreading, which enables accurate revenue recognition for license or retainer models. This ensures companies can track monthly profitability and sales velocity with ease.

Still doubtful if QuarterOne is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

QuarterOne Features

Automated Sales Forecasting

This tool generates accurate forecasts automatically by extracting live data directly from your CRM system. It eliminates manual spreadsheet updates through live pipeline analysis and velocity metrics. These updates ensure that your projections remain based on the most current information.

See How It Works

Performance Tracking And Analytics

Managers track team performance against specific targets using real-time dashboards and comprehensive analytics. This functionality allows for precise monitoring of actual results versus budgets. Sharing these visual reports with stakeholders ensures constant alignment across your sales, finance, and operations departments.

See How It Works

Expert Support

Access specialized guidance from a team of dedicated sales forecasting experts whenever you require assistance. This feature provides direct help with strategic advice to improve accuracy. Their responsive professionals ensure that every customer receives the necessary support.

See How It Works

Pros And Cons of QuarterOne

A quick look at QuarterOne's strengths and weaknesses to
help you decide if it's the right fit

Pros

The software enables revenue phasing over time instead of relying on static deal values
Forecasts are more robust, and variances are easier to understand compared to spreadsheet-based forecasting
Data display is flexible, allowing users to customize fields and views
Graphs are easy to understand, modify, and use for financial reporting

Cons

The dashboard feels limited for some users
Initial setup may require trial and error to configure correctly
Custom field mapping lacks flexibility

QuarterOne Reviews

Insights from real users on QuarterOne’s features,
performance, and overall experience.

Total 2 reviews

4.5

All reviews are from verified customers

Rating Distribution

Stars

50%

Stars

50%

Stars

Share your experience

Miranda P.

Computer Software, 11-50 employees

Less than 6 months

4.0

January 2020

“Snapshots show real progress”

Pros

Since HubSpot CRM is amazing for checking current pipeline data but doesn't really let us compare it against past pipeline performance, QuarterOne fills that gap well. It takes regular snapshots, makes side by side comparisons possible and gives us useful visuals that show how the pipeline has changed across two different points in time.

Cons

The product is still developing but at this stage it does what we need it to do.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Andrew M.

Business Supplies and Equipment, 51-100 employees

Less than 6 months

5.0

January 2020

“Live HubSpot data gives edge”

Pros

Having live updates from HubSpot is a huge plus and the way everything can be customized and filtered makes it really practical to use. Also it cuts out the need to rely on Excel, which saves time and keeps things much more organized.

Cons

Its dashboard does feel a little limited in places and getting the setup configured properly took some trial and error before everything worked the way it should.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 2 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What language does QuarterOne support?

QuarterOne is primarily available in English.

Who are the typical users of QuarterOne?

QuarterOne is well suited for a broad range of industries and sectors, including SaaS startups, marketing agencies, management consulting, professional services, SME manufacturing, financial services, and technology firms.

Does QuarterOne have a mobile app?

There is no information available about a QuarterOne mobile application.

What level of support does QuarterOne offer?

QuarterOne offers support via email.

What types of pricing plans does QuarterOne offer?

QuarterOne price includes a Free plan alongside an Essential plan priced at $159/month. You can also request a custom QuarterOne cost quote tailored to your specific needs.

What other apps does QuarterOne integrate with?

QuarterOne supports integrations with a range of systems and platforms, including HubSpot CRM, Pipedrive CRM, Freshsales, Zoho CRM, and Microsoft Excel.

Does QuarterOne offer an API?

There is no information available about a QuarterOne API.