Running effective Quarterly Business Reviews (QBRs) can make or break your client relationships. QBRs are important gatherings for a company's stakeholders since they offer a dedicated forum to assess performance, align goals, and chart the course for the upcoming quarter. 

But let's be honest: manually preparing these reviews can be time-consuming. So you're managing 5 accounts or 500, we've scoured the market to bring you the best QBR tools available today.

What to Look Out For in a QBR Software

Companies using automated tools are seeing dramatically better outcomes. However, with so many options available, how do you know the best option for your team? We recommend considering these key factors when choosing a QBR tool;

• Data integration: Since you’d be needing high-level data for stakeholders, can the QBR tool pull the relevant data from your CRM, analytics platforms, and other business systems?
• Template customization: Does it offer industry-specific preset templates? QBRs are quarterly, so it’s easier to duplicate an existing report or edit a template to make it more effective.
• Collaboration features: Oftentimes, you’d need more than one person working on the review. Can your team work together easily with this tool? Does it have multiple access levels?
• Automation: The entire point of a tool is to automate the QBR process. So how much manual work does it eliminate?
• Presentation quality - Will your output look professional and engaging?
• Budget: Perhaps the most important bit is finding a tool that matches your budget. 

Once these factors are outlined and taken into consideration, you can now start shortlisting available tools based on your needs and preferences. 

The Best QBR Software for High-Performing Teams

Tired of manually putting together your QBRS? Here are the best automation tools you can use to set them up faster;

1. Stellafai

If you're leading a consultancy or team and you need a tool that understands the unique challenges of high-growth environments, then Stellafai should be your top choice. Stellafai offers customizable tools and templates for monthly value reports. 

For example, with the agile report generator, you can generate project reports from agile types. Simply upload the type of documents you want to visualize, choose your preferred visual style, and then save it for your next meeting. You can request specific and more tailored report generators when you’re on a Launch plan.

Additionally, the operating system enables you to create OKRs and track their progress with your team. This ensures you track only the high-level metrics, making it easy to pull data together for QBRs. Invite as many team members as you need with access-level permissions. 

Pros:

• Advanced automation with customizable templates for different roles and industries
• Comprehensive strategic planning integration with OKR check-ins
• Multiple features for aligning priorities across cross-functional teams
• Strong integration with major CRM platforms
• Excellent guidance and best practices are built into the method library
• Cost-effective for growing companies

Cons:

• More tailored for mid-sized, enterprise, and coaches 
• The free plan doesn’t offer the preset templates

Pricing: Free plan, competitive pricing (book a free discovery call for custom rates)

2. Kapta Account Management Software

Kapta has built its reputation specifically around key account management, making it a natural fit for QBR automation. It’s great for when you're managing strategic enterprise accounts and need comprehensive account management beyond just QBRs. 

It’s most ideal for enterprise account management teams because it can be configured for multiple types of customer meetings, like EBRs and annual reviews. 

During sessions, you can mark attendance, leave client ratings, and view them across previous quarters, see all accounts from one dashboard, and so much more. 

Pros:

• Purpose-built for account management workflows
• Comprehensive customer journey tracking
• Strong integration with major CRM platforms
• Excellent stakeholder mapping features
• Robust relationship management tools

Cons:

• Higher price point for smaller teams
• Learning curve for advanced features
• Limited customization for non-enterprise use cases

Pricing: Custom pricing (talk to their sales team)

3. Gainsight CS - The Customer Success Platform

If you're a SaaS company with a dedicated customer success team and need comprehensive customer lifecycle management alongside QBR automation, Gainsight CS is a great option. 

Gainsight CS gives your team the tools to automate preparation, personalize insights, and scale strategic QBRs. This software brings together all key customer data, such as product activity, support interactions, survey results, and Salesforce deal information, into a unified account view.

Although it's mostly insights from customer data, it has features for health scoring and AI that help with future forecasts and predictions. 

Pros:

• Customer health scoring
• Advanced analytics and predictive insights
• Seamless integration with popular tech stacks
• Strong automation capabilities
• Comprehensive customer lifecycle management

Cons:

• Expensive for smaller organizations
• It can be overwhelming for teams new to customer success platforms
• Requires significant setup and configuration

Pricing: Custom pricing

4. Rollstack 

Rollstack stands out by seamlessly integrating with Power BI tools like Looker, Tableau, and Metabase, transforming time-consuming report preparation into a fully automated, scalable process.

Its compatibility with GSuite and Office 365 makes collaboration easier, which then turns QBRs from simple presentations into powerful opportunities for collective progress.

Pros:

• Excellent automation capabilities
• Strong data visualization tools
• User-friendly interface
• Good integration ecosystem
• Cost-effective for mid-market companies

Cons:

• Newer player with a limited track record
• May lack some advanced enterprise features
• Smaller community and support ecosystem

Pricing: Starting at $49 per user/month

5. Demand Farm

DemandFarm is a Salesforce-native account planning and QBR tool that keeps all data, updates, and insights within your CRM. It offers interactive account plans, org charts, relationship maps, whitespace grids, and KPI dashboards to visualize relationships, track performance, and identify growth opportunities. 

Its KAM quadrant and account landscape views help teams uncover whitespace and strengthen relationships. Instead of static slides, account managers can present live, interactive plans during QBRs, making it a powerful platform for aligning goals and driving strategic growth.

Pros 

• Comprehensive suite with AI insights
• Auto-created relationship maps
• In-app QBRs
• Works with every CRM
• Enterprise-grade security

Cons: 

• It may be feature-heavy, making it overwhelming for smaller teams
• Newer player in the market
• Positioned as enterprise software, potentially expensive for smaller teams

Pricing:  Custom enterprise pricing (contact for quotes)

6. CloudRadial 

CloudRadial helps managed services providers ditch manual QBR preparation by automating client reporting and evolving to a system of on-demand, self-service information reporting that lets MSPs focus on being strategic advisors.

It’s perfect for these providers who are looking for ways to automate the QBRs and deliver on-demand client reporting.

Pros:

• Automated QBR preparation that eliminates manual spreadsheet and PDF creation.
• On-demand QBR access for clients without requiring MSP involvement
• A planner that gives clients a roadmap of what you'll do, when, what you've done, and what you can do for them 
• Client scoring feature to identify sales opportunities with existing clients.
• Part of a comprehensive unified client portal for complete MSP client management

Cons:

• Primarily designed for MSPs (limited applicability for other industries)
• QBR functionality is part of a larger platform (may be an overkill for QBR-only needs)
• Requires a $595 setup fee across all plans 
• May require significant process changes for MSPs used to manual QBR creation

Pricing Starting at $95/month

Making QBRs Work: Beyond the Tools

Remember, even the best QBR tool is only as good as your process. So here are some key principles for ensuring they don’t fall on deaf ears:

• Start with strategy, not data: Define what success looks like before looking into the metrics
• Focus on future value: QBRs should be forward-looking, not just backward-looking
• Make it collaborative:  Involve your client in the process, not just the presentation
• Keep it concise: Respect everyone's time with focused, actionable content
• Follow up consistently: The real value comes from acting on QBR insights

Wrapping Up

The right QBR tool can transform your quarterly reviews from time-consuming chores into strategic advantages. Whether you choose a comprehensive platform like Kapta, an AI-powered solution like Plus AI, or an operating system like Stellafai, the key is finding one that aligns with your specific needs and processes.

Remember, the goal isn't just to make QBRs easier; it's to make them more strategic, more engaging, and more valuable for both your team and your clients.