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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.   

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.

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 particular business-related demands, it is only sensible they abstain from subscribing to an all-encompassing, “perfect” solution. Having said that, it is hard to try to chance on such an app even among well-known software solutions. The logical thing to do is to write the numerous vital factors that call for a examination including essential features, price plans, skill ability of staff members, company size, etc. The second step is, you must conduct the research exhaustively. Browse through some of these PlaceCPM review articles and explore each of the software systems in your shortlist more closely. Such well-rounded research ascertain you keep away from unfit software products and buy the one that meets all the tools your company requires.

Position of PlaceCPM in our main categories:

PlaceCPM is also listed in the following subcategories:

Each organization has different wants and needs a system that can be personalized for their size, type of staff members and clients, and the specific industry they are in. For these reasons, no platform can offer perfect features off-the-shelf. When you try to find a software system, first be sure what you need it for. Read some PlaceCPM Financial Reporting Software reviews and ask yourself do you need basic functionality or do you need sophisticated functionality? Are there any industry-specific functionalities that you are seeking? Get the answers to these queries to help your search. There are lots of elements that you need to consider and these include your finances, specific business requirements, your company size, integration requirements etc. Take your time, check out a few free trials, and finally choose the platform that offers all that you need to boost your company effectiveness 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

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 realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PlaceCPM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PlaceCPM. With that information at hand you should be equipped 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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

What integrations are available for PlaceCPM?

PlaceCPM integrates with the following business systems and applications:

  • Salesforce
  • Xero
  • Quickbooks
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Reviewed By Louie Andre
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