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
Because companies have unique business-related wants, it is only reasonable that they abstain from choosing a one-size-fits-all, ”best” software system. However, it would be hard to try to chance on such application even among sought-after software products. The sensible step to undertake would be to set down the several major factors that demand inspection such as key features, packages, skill capability of staff, company size, etc. After which, you must conduct the research systematically. Browse over some PlaceCPM evaluations and check out the other software options in your list in detail. Such detailed research makes sure you take out ill-fitting software products and select the system which includes all the benefits your company requires.
Position of PlaceCPM in our main categories:
Each organization has different wants and needs a system that can be personalized for their size, type of workers and customers, and the specific industry they are in. For these reasons, no system can provide perfect functionality out-of-the-box. When you search a software app, first be sure what you need it for. Read some PlaceCPM Financial Reporting Software reviews and ask yourself do you want basic tools or do you want sophisticated tools? Are there any industry-specific functionalities that you are looking for? Find the answers to these queries to help your search. There are lots of elements that you need to consider and these include your finances, particular business needs, your company size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the app that presents all that you need to improve your company competence and productivity.
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 are aware that when you make a decision to purchase a Financial Reporting Software it’s vital not only to see how professionals score it in their reviews, but also to discover if the real people and companies that purchased these solutions are actually content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and PlaceCPM reviews across a wide range of social media sites. The information is then featured in a simple to digest form indicating how many clients had positive and negative experience with PlaceCPM. With that information at your disposal you will be prepared to make an informed buying decision 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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