Goals.com vs Wizard AI Forecasts

Goals.com is a sales performance platform that combines CRM, goal setting, forecasting, compensation, coaching, reporting, communication, and AI. Its CRM manages accounts, pipelines, deals, custom sales stages, emails, notes, calls, meetings, contracts, and invoices. Ace AI provides personalized coaching, pipeline risk alerts, next-best actions, manager insights, forecasts, and recommendations. Commission tracking supports tiered, percentage-based, and flat-rate structures, with real-time tracking and forecasts. Sales contests include live leaderboards, configurable formats, prize pools, and contest history. Listed integrations include Fathom, Fireflies.ai, Outlook, Google Calendar, Gmail, QuickBooks, Stripe, and Calendly. The platform is available on web, Android, and iOS. Annual billing costs $49 per user per month, billed annually; month-to-month billing costs $59 per user per month. Both plans include full platform access and a 14-day trial, and there is no free plan. Goals.com also offers free onboarding and support, with team onboarding typically taking a couple of hours. Billing is month to month without a required contract.

Wizard AI Forecasts projects revenue and recruitment placements from a business's live pipeline, invoices and bookings. It estimates open opportunities using the chance of closing at each stage, updating pipeline totals as deals progress. Revenue projections cover three months ahead and draw on six months of history, a three-month moving average, trend analysis and weighted pipeline. Each projection has upper and lower bounds, with a wider range for more distant months. Placement forecasts also cover three months, distinguishing contract from permanent roles using pipeline stages and historical win rates. Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value, either for individuals or the company. The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. Forecasts are included in the Professional plan; the Starter plan is free indefinitely, while paid plans include a seven-day trial. Wizard Application lists real-time refresh and iOS and Android apps alongside web, API and extension access.