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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.

Description

Up by CTS serves as an insightful business intelligence platform designed to monitor financial performance and support informed decision-making through comprehensive result analysis. Understanding both your organization and your customers is crucial, as businesses can sometimes become misled by their own expertise, failing to analyze situations from their clients' perspectives. To address this challenge, we have crafted a holistic 360° discovery approach that emphasizes the on-ground realities of your organization. The initial step in this process is the creation of a robust business strategy, which serves as the cornerstone for all subsequent actions. It is this carefully devised strategy that will enable your project to distinguish itself and thrive in the competitive landscape. Our focus spans four key strategic areas: enhancing commercial performance, effective marketing, innovative project conceptualization, and fostering customer loyalty. Engaging in training at Concept To Success not only elevates the quality of your professional development but also ensures that you are equipped with the necessary skills and knowledge to excel. Ultimately, the synergy between strategic insight and practical training paves the way for sustainable growth and success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB Yes 
MYOB AccountRight Yes 
QuickBooks Online Yes 
Xero Yes 

Integrations

MYOB No 
MYOB AccountRight No 
QuickBooks Online No 
Xero 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
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Levant Software Technology

Founded

2017

Country

Australia

Website

www.planiumpro.com

Vendor Details

Company Name

Concept To Success

Founded

2020

Country

France

Website

www.ctsconseil.fr

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 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis No 
Strategic Planning Yes 
Trend / Problem Indicators No 
Visual Analytics Yes 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management Yes 

Decision Support

Application Development No 
Budgeting & Forecasting Yes 
Data Analysis Yes 
Decision Tree Analysis No 
Monte Carlo Simulation No 
Performance Metrics Yes 
Rules-Based Workflow No 
Sensitivity Analysis No 
Thematic Mapping No 
Version Control No 

Predictive Analytics

AI / Machine Learning No 
Benchmarking No 
Data Blending Yes 
Data Mining Yes 
Demand Forecasting No 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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