PlaceCPM Review
What is PlaceCPM?
PlaceCPM is a corporate performance management software that simplifies how companies conduct financial forecasting and business planning. Eliminating communication and data silos through integrated workflows, this all-in-one solution permits them to monitor their financial transactions and business activities and come up with financial forecasts and operational plans in an easy, fast, and accurate way.
PlaceCPM enables users to generate insights from data obtained from Salesforce, Xero, and Quickbooks. This allows their sales, operations, and finance teams to smoothly communicate and collaborate under one platform.
They can drill down into the details of their financials and produce cash projections, forecast variance, and other outputs. The software also provides real-time reports and customizable dashboards that help them visualize and measure business performance across key KPIs.
Show MoreOverview of PlaceCPM Benefits
Integrated Workflows
PlaceCPM makes financial forecasting and business planning easy, fast, and accurate because it integrates sales, operational, and financial workflows into a single tool. Built based on the Salesforce platform, PlaceCPM allows users to leverage data, workflows, and configurations in Salesforce and come up with accurate financial forecasts and business insights.
They can also integrate Xero and Quickbooks with the software to get granular transaction-level details and improve their forecasting and planning. Also, this capability facilitates communication and collaboration between their sales, operations, and financial teams, unifying them all within the software and removing data silos.
Accurate Financial Forecasting
The corporate performance management software aids users in producing accurate financial forecasts. They can synchronize data between PlaceCPM and their existing accounting system to get all the financial details they need at the transaction level such as cash balances. PlaceCPM permits them to create and evaluate cash projections, profit & loss forecasts, and other outputs without using time-consuming spreadsheets and worrying about data inaccuracy.
Visualized Business Performance
Aside from financial forecasting, PlaceCPM also streamlines business performance monitoring and planning. Through drag-and-drop reports and customizable dashboards, users can visualize and manage all their key business processes and KPIs. Having a consolidated view of sales, operational, and sales data, they can gain insights into trends, learned patterns, and variance analysis and handle plans with confidence.
Show MoreOverview of PlaceCPM Features
- Financial Forecasting
- Workflows
- Transaction-Level Details
- Team Collaboration
- Visualized Performance
- Business Planning
Awards & Quality Certificates
PlaceCPM Position In Our Categories
Since businesses have distinct business-related requirements, it is logical that they steer clear of purchasing an all-encompassing, “perfect” software system. At any rate, it would be difficult to find such application even among widely used software systems. The sensible step to undertake would be to jot down the various major functions that merit deliberation such as essential features, costing, skill aptitude of staff members, company size, etc. Next, you should double down on your research systematically. Go over some of these PlaceCPM analyses and look into each of the software options in your list more closely. Such comprehensive research makes sure you keep away from poorly fit apps and pay for the one that has all the function your company requires to be successful.
Position of PlaceCPM in our main categories:
Since each organization has unique business needs, it is sensible for them to abstain from searching for a one-size-fits-all ideal software system. Needless to say, it would be futile to try to find such a system even among market-leading software solutions. The clever thing to do would be to list the various vital aspects that require consideration such as key features, finances, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some PlaceCPM Financial Reporting Software reviews and look into each of the other solutions in your shortlist in detail. Such exhaustive research can make sure you weed out ill-fitting platforms and choose the solution that provides all the features you require for business success.
How Much Does PlaceCPM Cost?
PlaceCPM Pricing Plans:
Free Trial
Startup
$350/month + $35/user/month
Growth
$1,400/month + $28/user/month
Established
2,500/month + $21/user/month
Enterprise and Non-Profit
Contact vendor
What are PlaceCPM pricing details?
PlaceCPM Pricing Plans:
Free Trial
Startup
$350/month + $35/user/month
Growth
$1,400/month + $28/user/month
Established
2,500/month + $21/user/month
Enterprise and Non-Profit
Contact vendor
PlaceCPM offers three pricing plans for you to choose from depending on the number of employees in your organization and the user licenses you need. Here are the details of each plan:
Startup – $350/month + $35/1 user/month (billed annually)
- Startups get discounted access to PlaceCPM’s toolset
Growth – $1,400/month + $28/user/month (billed annually)
- For growing companies that handle multiple accounting complexities
Established – $2,500/month + $21/user/month (billed annually)
- Establish companies can amplify adoption through per-user discounts
Enterprise and Non-Profit – By quote
User Satisfaction
Positive Social Media Mentions
114
Negative Social Media Mentions
5
We know that when you choose to purchase a Financial Reporting Software it’s vital not only to see how professionals evaluate it in their reviews, but also to check if the actual clients and businesses that purchased it are genuinely satisfied with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and PlaceCPM reviews across a vast range of social media sites. The information is then presented in a simple to understand form revealing how many clients had positive and negative experience with PlaceCPM. With that information at your disposal you should be ready to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for PlaceCPM?
PlaceCPM integrates with the following business systems and applications:
- Salesforce
- Xero
- Quickbooks
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