# QuarterOne Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is QuarterOne the right Sales Forecasting solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186616/QuarterOne/reviews --- QuarterOne 4.4 (7) [View alternatives](https://www.capterra.com/p/186616/QuarterOne/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of QuarterOne Ease of use 4.4 Customer Service 4.8 ## Showing most helpful reviews Showing 1-7 of 7 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Snr Accountant Computer Software Used the software for: 6-12 months ### "QuarterOne review" July 31, 2019 5.0 Prior to using QuarterOne we were doing our revenue forecasting via an Excel spreadsheet. There was a manual process to try to reconcile this to Hubspot, however this was not effective and wild variations in forecasting was occurring. Since switching to QuarterOne we now have the visibility to see our sales pipeline and integrate into our forecasting tools. Our forecasts are much more robust and any variances are easily understood. Pros QuarterOne took a static dollar value from Hubspot and allowed us to phase when the revenue will be earned. It has great flexibility in the way the data is displayed and what fields we want to see and use. The graphs are excellent and are easy to understand and modify. I really like the weekly movement report advising activity that has occurred and graphing the impact. Cons Nothing. This product is great. The developers behind the product are responsive to suggested enhancements. Review Source AM Andrew M. General Manager Business Supplies and Equipment Used the software for: Less than 6 months ### "Excellent Forecasting tool" January 7, 2020 5.0 Consolidated forecasting for a multi national multi site business made easy. Compliments HubSpot CRM well. Pros Live updates from HubSpot Customisable and easily filtered Avoids need to use excel Cons Dashboard is a bit limited Setup needed a bit of trial and error to get configuration right Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing QuarterOne Live updates Web based Avoids usual issues with excel Review Source CZ Con Z. CEO Information Technology and Services Used the software for: I used a free trial ### "Review " October 27, 2019 3.0 Revenue forecasting Pros Easy of use. Integration with crm. The reporting insights on pipeline and the movement of the pipeline Cons Would like some more flexibility with mapping to custom fields. Filtering options are not saved. Review Source VR Verified Reviewer Co-Founder Computer Software Used the software for: Less than 6 months ### "Easy and very useful tool" July 31, 2019 4.0 Great solution solving a problem, regular feature upgrades Pros Easy graphics that you can run to show you the important monthly finance info you need Cons For a finance team (the target market) I think the layout is more relevant Review Source MP Miranda P. Marketing Manager Computer Software Used the software for: Less than 6 months ### "Automated Snapshots for Pipeline Comparisons" January 23, 2020 4.0 The QuarterOne team has been fantastic to work with. They set clear expectations, gave us a detailed walk-through during the trial period, took our feedback, and came up with workarounds for issues we raised. Pros We use Hubspot CRM and it is great for reviewing up-to-date pipeline data, but it does not let you look at and compare historical data with the current pipeline. QuarterOne helps us resolve this issue by capturing regular snapshots, allowing easy comparison, and providing helpful graphics to understand how the pipeline has progressed over two different dates. Cons The solution is still maturing but it meets our needs at this time. Review Source AG Agustina G. VP, Finance Translation and Localization Used the software for: 6-12 months ### "Great software to complement our CRM" October 7, 2019 5.0 Pros It is easy to use and allows for monthly forecasting. Cons We are struggling a bit with having our Sales team keep it updated. Review Source CS CR S. Fractional CFO Information Technology and Services Used the software for: Less than 6 months ### "Voila" July 31, 2019 5.0 Customer attention is proactive, thoughtful, flawless. Pros The missing link from Hubspot to forecast. Does what you need, as you expect and is intuitive. As former CFO's they knew the need and developed it. Cons Does not apply. No leasts, all likes. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.