Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Account planning tools are essential for examining customer and market data to create effective strategies aimed at increasing client revenue. You can download a complimentary account planning template to get started. If you're seeking an efficient and dependable method to craft plans for your strategic account clients, consider utilizing ForecastEra’s comprehensive suite of account planning tools available through our Account Plan Navigator. These tools facilitate a strategic methodology for identifying optimal solutions for your key accounts, ensuring their retention as loyal customers. Enhance collaboration across various departments such as sales, finance, and operations, while automating the process of revenue forecasting. This allows you to focus on making informed decisions instead of spending time searching for necessary information, and also offers capabilities for real-time scenario planning and what-if analyses to better prepare for future uncertainties. By implementing these tools, businesses can streamline their account planning processes and drive overall growth effectively.
Description
Premium Strategic Business Planning Software for professionals and individuals.
Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff.
You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.
API Access
Has API
No
API Access
Has API
Yes
Integrations
MYOB
No
MYOB AccountRight
No
QuickBooks Online
No
Xero
No
Integrations
MYOB
Yes
MYOB AccountRight
Yes
QuickBooks Online
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month
60-day risk free money-back guarantee
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.planiumpro.com%2Fpricing-professional%2F
Annually: $ 20 per month
60-day risk free money-back guarantee
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.planiumpro.com%2Fpricing-professional%2F
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ForecastEra
Founded
2014
Country
United States
Website
forecastera.com
Vendor Details
Company Name
Levant Software Technology
Founded
2017
Country
Australia
Website
www.planiumpro.com
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Business Plan
Business Plan Templates
Yes
Collaboration
Yes
Dashboard
Yes
Financial Projections
Yes
Financial Templates
Yes
Fundraising Management
No
Investor Management
No
Pitch Presentation
Yes
Social Sharing
No
Step-by-Step Wizard
Yes
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
Yes
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
Yes
Visual Workflow Management
No
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
Yes
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes