Lative
Lative: A focused system for connecting sales capacity, quotas, pipeline, and headcount planning. Ranked #20 of 26 in Revenue Planning Software by our editors (7.5/10); pricing: Pricing on request; best for sales capacity and pipeline planning.
At a glance
- Editor score7.5 / 10
- PricingPricing on request
- Best forSales capacity and pipeline planning
- Scenario planningYes
- Facts checked20 Sep 2026
Where it wins
- Models quotas, capacity, hiring, attrition, and what-if scenarios
- Tracks execution and monitors pipeline health and coverage
- Connects CRM, HRIS, finance, and warehouse data
Where it doesn't
- Pricing requires a sales conversation
- Available through the web rather than native desktop or mobile apps
- Financial forecasting and approvals are not listed as core capabilities
Our verdict on Lative
Lative is a cloud-based revenue planning and decision intelligence platform for CROs, revenue operations teams, finance leaders, and sales organizations. Its focus is connecting top-down revenue targets with bottom-up sales capacity, productivity, pipeline, quota, and headcount planning. Teams can model forecasts across team, territory, product, individual, segment, and opportunity type dimensions. The platform is designed for organizations that need continuously updated revenue plans instead of spreadsheet-based annual planning.
Its strongest fit is the combination of planning and execution. Lative supports quota and target planning, sales capacity modeling, hiring and attrition impact analysis, what-if scenario simulations, real-time execution tracking, and pipeline health and coverage monitoring. Marketing and sales data consolidation extends the planning view beyond CRM records, while the platform includes AI features. This breadth should suit revenue organizations where workforce decisions, pipeline coverage, and quota allocation need to be considered together.
The integration model is central to Lative’s value. Published integrations include Salesforce, HubSpot, Snowflake, Marketo, and Salesforce Marketing Cloud, while the product also connects with CRM, HRIS, finance, and data-warehouse systems. The website states that Lative consolidates data from 150+ sources. Pricing follows a contact-sales model, so organizations should expect a vendor conversation before evaluating commercial fit. Lative is a strong choice for sales capacity and pipeline planning; teams primarily seeking financial forecasting, approval workflows, or an open-source product should consider a more specialized alternative.
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Lative pricing
Lative fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Forecast dimensions | team, territory, product, individual, segment, opportunity type |
| Scenario planning | Yes |
| Financial forecasting | Not verified |
| CRM data sync | Yes |
| Approval workflows | Not verified |
| User limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 150+ integrations: Salesforce, HubSpot, Snowflake, Marketo, Salesforce Marketing Cloud |
| Pricing | Pricing on request |
| Website | lative.ai |
| Facts checked | 20 Sep 2026 |
Lative integrations
Lative lists 150+ integrations on its own site — the 5 named here are the ones its pages call out.
- Salesforce
- HubSpot
- Snowflake
- Marketo
- Salesforce Marketing Cloud
Alternatives to Lative
- AnaplanConnected planning for finance, workforce, and operational decision-making.9.4
- BoardA comprehensive planning suite for mature enterprises with complex modeling needs.9.3
- Workday Adaptive PlanningA broad FP&A platform for budgeting, workforce planning, consolidation, and scenario analysis.9.2
Also Ranked In
Lative is ranked in 4 of our directories.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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