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PlaceCPM Review

PlaceCPM
Our score: 8.0 User satisfaction: 96%

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.   

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Overview 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.

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Overview of PlaceCPM Features

  • Financial Forecasting
  • Workflows
  • Transaction-Level Details
  • Team Collaboration
  • Visualized Performance
  • Business Planning

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

PlaceCPM Position In Our Categories

Knowing that businesses have distinctive business-related requirements, it is practical that they avoid deciding on a one-size-fits-all, ideal software product. Needless to say, it is difficult to chance on such a software product even among well-known software systems. The clever thing to undertake can be to write down the varied major factors that need analysis including key features, price terms, skill ability of the employees, company size, etc. After which, you must perform the product research to a full extent. Have a look at some of these PlaceCPM evaluations and scrutinize each of the applications in your list more closely. Such all-encompassing research ascertain you take out unfit software products and subscribe to the system which provides all the aspects your company requires for success.

Position of PlaceCPM in our main categories:

Since each organization has specific business needs, it is advisable for them to desist from searching for a one-size-fits-all faultless software application. Needless to say, it would be pointless to try to find such a system even among popular software applications. The smart thing to do would be to jot down the various vital factors that require consideration such as key features, finances, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some PlaceCPM Financial Reporting Software reviews and check out each of the other apps in your shortlist in detail. Such in-depth homework can ensure you weed out ill-fitting systems and zero in on the system 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

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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 choose to get a Financial Reporting Software it’s important not only to find out how professionals score it in their reviews, but also to find out if the real people and companies that use it are actually happy 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 broad array of social media sites. The information is then featured in a simple to digest form revealing how many people had positive and negative experience with PlaceCPM. With that information at your disposal you should be equipped to make an informed business decision that you won’t regret.

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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?

  • email
  • 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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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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