Forecastio
Forecastio is a sales forecasting and revenue intelligence platform built only for HubSpot. It connects to a HubSpot account in minutes and forecasts with several methods side by side: machine learning models calibrated on the account's own deal history, time series analysis, and weighted pipeline with stage probabilities learned from past results, alongside forecast categories, team submissions and roll ups, and what if scenarios. An audit trail records every change that moves the forecast (slipped deals, amount changes, category updates, new and closed deals) with who made it and when, and accuracy is tracked by method, horizon, team and rep.
Pipeline and deal intelligence flag stalled, aging and slipping deals, weak multithreading, missing next steps and leakage, with deal maps and stakeholder engagement analysis. AI agents review forecasts and deals: a Forecast Review Agent explains changes, a Forecast Accuracy Agent tracks accuracy, a Deal Review Agent reads HubSpot emails, notes, tasks, meetings and properties to recommend actions and carries out the ones a user approves, and a Win/Loss Analysis Agent looks at outcomes.
The Sales Forecasting plan costs $249 a month billed annually with two seats included and $49 for each additional seat. Forecasting and Revenue Intelligence costs $369 a month with two seats and $69 per extra seat, adding pipeline and deal intelligence, the deal review and win/loss agents, advanced analytics and executive views. A one month free pilot comes first, with setup and configuration done by the Forecastio team.
Forecastio launched in March 2024 and sells to B2B teams from SMB to enterprise, including renewal and expansion revenue, through its HubSpot marketplace listing. Its terms are governed by Latvian law.
Capability Axes
Capability grades
17 of 17 axes rated · 7 graded A or B
Machine learning forecasts calibrated on each account's HubSpot history, risk detection and four AI agents carry the product. Forecast submissions and roll ups, weighted pipeline, the audit trail and dashboards are conventional forecasting surface that works without the models.
The Deal Review Agent reviews deals automatically, recommends actions such as moving a close date, updating properties, creating a task, sending a follow up or moving a deal to closed lost, and carries out only the actions a user approves. What runs without approval elsewhere, how many changes one approval covers, and how a wrong HubSpot update is undone is not explained.
Forecasting methods are named: machine learning on the account's HubSpot history recalibrated over time, time series analysis, and weighted pipeline with stage probabilities learned from past deals, with accuracy tracked by method, horizon, team and rep so teams can compare them. The language models behind the agents' explanations and recommendations are not named.
Forecast accuracy of up to 95 percent is promised, with no customer, sample or period behind it. Agent figures such as 15 percent higher accuracy, 18 risks caught and 8 close dates updated serve as illustrations, and no named customer reports a result.
The product sends nothing itself, and follow ups are recommended for reps to send through HubSpot. Nothing addresses email or calling rules for those follow ups.
Privacy coverage extends to web visitors only: lawful bases for forms, contracts and analytics, transfers outside the EU on contractual clauses available on request, and data subject rights. No legal entity or address is named, the HubSpot deals, emails and notes the product processes go unaddressed, and no DPA or subprocessor list is offered.
Everything comes from the customer's HubSpot account: deals and their properties, emails, notes, tasks, meetings and pipeline history. No outside contact or intent data is added.
The product connects through an app listed on the HubSpot marketplace, installs with HubSpot account permissions and works with every HubSpot edition. Which scopes it requests and how agent write backs sit within HubSpot's app terms are not addressed.
Nothing addresses whether customer HubSpot data, including deal emails and notes, trains models, how long it is kept or when it is deleted. Forecasting models are calibrated on each account's own history, and whether data from one customer informs another's models is not stated.
The agents work inside HubSpot and do not contact prospects. Follow ups they recommend go out as the rep's own email, with no AI label and no position on Article 50 of the EU AI Act.
HubSpot is the only system: a marketplace app with more than 40 installs reads deals, properties, emails, notes, tasks and meetings, and approved agent actions write close dates, properties, tasks and stage changes back. Salesforce and other CRMs are not supported, no API is offered, and sync frequency and failure handling go unaddressed.
Nothing says where the product runs or where customer HubSpot data is stored, beyond a note that website data leaves the EU under contractual clauses.
No certification, security page, trust center or account of encryption and access control is offered for a product holding authenticated access to customers' HubSpot accounts, and questions on data security go unanswered.
Sales Forecasting costs $249 a month billed annually with two seats and $49 per extra seat, and Forecasting and Revenue Intelligence costs $369 with two seats and $69 per extra seat, with a feature comparison across both. A one month free pilot comes first. Monthly billing and enterprise terms carry no price, and what happens after the pilot goes unanswered.
Terms written for web visitors make subscriptions renew automatically, keep fees non refundable and let customers keep the rights to their content, but no export path, data return or deletion after termination is offered.
Follow ups are recommended for reps to send from HubSpot and the product sends nothing of its own, so sending volumes and reputation controls go unaddressed.
Aimed at B2B teams on HubSpot of every size, SMB through enterprise, across new, renewal and expansion revenue. No customer is named, regions and languages are not stated, and the HubSpot only footprint rules out teams on other CRMs.
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Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Sales Forecasting costs $249 a month billed annually for two seats, plus $49 a month for each extra seat. Forecasting and Revenue Intelligence costs $369 for two seats plus $69 per extra seat, and a one month free pilot comes first.
How the price works
What you are charged for, and what makes the bill go up.
Monthly platform fee billed annually including 2 seats (Sales Forecasting $249, Forecasting and Revenue Intelligence $369), plus $49 or $69 per additional seat per month
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
No HIPAA business associate agreement or DPA is listed.
Getting started
What it costs and what is included before the product is running.
No implementation fee listed; setup and configuration happen during the free pilot.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
A one month free pilot precedes purchase. Monthly billing and enterprise pricing carry no stated price, and terms after the pilot are not given.