# Visual Planning Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Visual Planning Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Visual Planning Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/176283/Visual-Planning --- # Visual Planning Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 5, 2025 Written byDavid Jani David Jani David Jani is a senior content analyst at Capterra. With a background in tech journalism, public relations, professional training, and marketing, he uses his extensive experience to investigate small business technology trends, with a focus on... [See bio & all articles](https://www.capterra.com/resources/author/david-jani/) Edited byCaroline Rousseau Caroline Rousseau Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers devel... [See bio & all articles](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor Written by [David Jani](https://www.capterra.com/resources/author/david-jani/) David Jani is a senior content analyst at Capterra. With a background in tech journalism, public relations, professional training, and marketing, he uses his extensive experience to investigate small business technology trends, with a focus on marketing and cybersecurity, to provide timely, actionable insights for small and midsize businesses. Edited by [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers develop and produce compelling content about today’s business matters. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Visual Planning Visual Planning Overview: ### Key takeaways Insights from verified Capterra reviews Visual Planning is a project management tool that helps coordinate projects and resource schedules with calendars and rules. It’s used mainly by small businesses across roles such as administrative and consulting in industries like accounting, healthcare, and design. Standout gains are clear visuals and customization, though setup and advanced options take time. Its VPAutomation features and webhooks add auto-scheduling and real-time data exchange. ### Our verdict Visual Planning offers strong scheduling depth and automation for teams managing complex timelines, but its value depends on how you structure licenses. While its top pricing tier, VP Desk, sits above typical SMB budgets, its other tiers are more modestly priced, offering flexibility for mixed roles and business sizes. Expect a learning curve and upfront setup, but the payoff is tighter control and fewer manual steps once established. Top alternative Featured Overall rating Based on 91 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 1% Starting price $55 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Visual Planning?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://stilog.com/en/&name=Visual Planning) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Visual Planning 4.5 (91) VS. [4.6 (5,121)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $55 Per User, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (91) Ease Of Use 4.7 (5,121) Value For Money 4.3 (76) Value For Money 4.5 (4,884) Customer Service 4.5 (82) Customer Service 4.6 (4,901) ## Visual Planning alternatives Visual Planning may not suit teams seeking faster setup, simpler automation, or looking for a product offering richer features for a cheaper price point. If your priorities include lighter configuration or broader out-of-the-box integrations, other project management tools that align more closely with those requirements may provide a better fit instead. [4.6 (1,436)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (2,936)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (3,491)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (1,615)](https://www.capterra.com/p/136078/Float/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/176283/Visual-Planning/alternatives/) ## Visual Planning's interface The interface centers on visual schedules and calendars, with clear color cues and layouts that many find easy to scan and navigate. Reviewers note a strong visibility into tasks and resources, but the initial configuration feels dense, and some advanced options appear dated or take time to locate. 2+ David Jani Once color-coded plans are in place, expect gains in day-to-day clarity. Frequent users report faster readouts of who is doing what and when. Budget extra time for setup and training since deeper customization and auto-email rules can surface glitches. Ease of Use 4.5 (91) 4.5 Based on 91 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. David Jani Visual Planning’s advanced tools streamline high-volume scheduling and data exchange by automating repetitive steps and linking plans to external systems. These capabilities help teams maintain control over complex workflows without sacrificing accuracy or compliance. Features 4.4 (89) 4.4 Based on 89 reviews Visual Planning offers a range of advanced features that cater to complex scheduling, automation, and integration needs. VPAutomation 0 reviewers rated this feature Automates task sequencing by analyzing availability, skills, machine rates, and deadlines, reducing manual planning and improving resource allocation accuracy. Auto-assignment 0 reviewers rated this feature Dynamically assigns resources to shifts while enforcing HR rules like time contracts and breaks, minimizing compliance risks and scheduling conflicts. Webhooks and JSON support 0 reviewers rated this feature Sends real-time event notifications to external systems, enabling instant updates and tighter integration with third-party tools. VPDocumentum 0 reviewers rated this feature Adds enterprise-level document management, allowing teams to attach, organize, and track files directly within planning workflows for better traceability. VPPortal enhancements 0 reviewers rated this feature Adds continuous scrolling, improved readability, and faster access to filters and multi-view options for better navigation. (Released September 2024) Notification center 0 reviewers rated this feature Centralizes alerts in VPDesk, helping users track changes and deadlines without switching screens. (Released September 2024) All key features (240) Manage and track employee attendance 75.00% of 8 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems 150.00% of 2 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 100.00% of 2 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 100.00% of 2 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 0% of 0 reviewers... Manage the process of evaluating documents or requests submitted for approval 0% of 0 reviewers... Assign issues and tasks based on availability or required skills 0% of 0 reviewers... Manage attendance for classes, shifts, meetings, or events 0% of 0 reviewers... Track the attendance of specific individuals or groups 0% of 0 reviewers... A record of all activities within the system, including user access, changes made, etc. 0% of 0 reviewers... Dynamically assigns resources to shifts while enforcing HR rules like time contracts and breaks, minimizing compliance risks and scheduling conflicts. 0 reviewers rated this feature Automatically create schedules based on business needs or employee availability and qualifications 0% of 0 reviewers... Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients 85.71% of 7 reviewers that rated this feature as important or highly important Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison 0% of 0 reviewers... Create, manage, and send invoices or bills to customers 69.23% of 13 reviewers that rated this feature as important or highly important Create, update, and manage bookings, itineraries, and reservations 100.00% of 1 reviewers that rated this feature as important or highly important Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure 80.00% of 10 reviewers that rated this feature as important or highly important Track actual spending to ensure it's in line with the planned budget 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 85.00% of 40 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 60.00% of 5 reviewers that rated this feature as important or highly important Monitor service demand and performance to plan for adequate resources that meet business needs 0% of 0 reviewers... Determine and plan production capacity based on changing demands 0% of 0 reviewers... Track and monitor efficient handling of all changes/transitions 0% of 0 reviewers... Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs 0% of 0 reviewers... Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. 0% of 0 reviewers... Communicate using direct chat or messages within the system 0% of 0 reviewers... Schedule in-person or online classes 0% of 0 reviewers... Electronic storage of stakeholder contact information 0% of 0 reviewers... Private online space that lets businesses securely share documents and provide information access to clients 100.00% of 2 reviewers that rated this feature as important or highly important Tools to manage single or multiple clinical studies within a centralized platform 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 92.31% of 13 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view 0% of 0 reviewers... Specialized for organizations who focus on commercial projects and processes 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Track and manage adherence to policies for any service, product, process, or supplier 100.00% of 3 reviewers that rated this feature as important or highly important Automated reminders and confirmations for booked appointments and events via text or email 100.00% of 5 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. 0% of 0 reviewers... Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 0% of 0 reviewers... Track, store, and access client contracts or licenses 0.00% of 1 reviewers that rated this feature as important or highly important Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) 0.00% of 1 reviewers that rated this feature as important or highly important Forecast the cost and resources required to complete a project 0% of 0 reviewers... Process to track, record, and analyze expenses that occurred over the entire duration of a given project 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 66.67% of 3 reviewers that rated this feature as important or highly important Access previous interactions or concerns to maintain customer relationships 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 100.00% of 2 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 100.00% of 3 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 100.00% of 2 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 125.00% of 4 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Import and export data to and from software applications 200.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data 0% of 0 reviewers... Specify or track the date/time a project, task, etc., is due for completion 0% of 0 reviewers... Forecast customer demand using historical insights and simulations 0% of 0 reviewers... Electronic signing method that validates the authenticity and integrity of a digital document 0% of 0 reviewers... Online forums/groups where users can ask questions, share ideas, best practices, etc. 0% of 0 reviewers... Manage sending personnel and resources to a site as needed 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 0.00% of 4 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 200.00% of 1 reviewers that rated this feature as important or highly important Manage product specific documents in a categorized order 0% of 0 reviewers... Data entry quality control method that involves recording the same data twice to maintain integrity 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 100.00% of 1 reviewers that rated this feature as important or highly important Track all personnel who operate company vehicles 0% of 0 reviewers... Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken 0% of 0 reviewers... Import, collect, and capture data from multiple sources 0% of 0 reviewers... Digitally sign online documents 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 120.00% of 5 reviewers that rated this feature as important or highly important Reminders sent via email 0% of 0 reviewers... Monitor and track what your employees are doing 0% of 0 reviewers... Electronic storage of staff/employee contact information and job status in a centralized repository 87.50% of 8 reviewers that rated this feature as important or highly important Track employee schedules, availability, and performance across projects and tasks 0.00% of 1 reviewers that rated this feature as important or highly important Assign working shifts or tasks to employees based on their availability 75.00% of 8 reviewers that rated this feature as important or highly important Create and securely store digital patient records 0% of 0 reviewers... Track the location of specific equipment at all times 0% of 0 reviewers... Estimate expected cost based on various factors before a project begins 0% of 0 reviewers... Schedule and manage the logistics of activities and other gatherings 100.00% of 2 reviewers that rated this feature as important or highly important Plan an event's time and location 0% of 0 reviewers... Schedule facilities, such as athletic fields, venues, and convention centers based on their availability 0% of 0 reviewers... Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service 0% of 0 reviewers... Create, save, and store files 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 0% of 0 reviewers... Store and access documents, forms, and photos in one centralized place 0% of 0 reviewers... Plan, manage, and track the financial activities of an individual or organization 0% of 0 reviewers... Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Specialized for organizations who focus on residential projects 0.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location 0% of 0 reviewers... Monitor fuel consumption and optimize fuel usage 0% of 0 reviewers... Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies 100.00% of 3 reviewers that rated this feature as important or highly important Visualize locations on a map 0% of 0 reviewers... System to support the positioning, navigation, and timing (PNT) measurements of an object or individual 0% of 0 reviewers... Automatically find mutually available meeting time slots across multiple calendars 83.33% of 6 reviewers that rated this feature as important or highly important Information, data and reports that are being tracked over time 0% of 0 reviewers... Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects 0% of 0 reviewers... Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site 0% of 0 reviewers... Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards 0% of 0 reviewers... Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items 0% of 0 reviewers... Captures invoice data and maintains comprehensive records for auditing and reporting purposes 0% of 0 reviewers... Identify and respond to unexpected problems or failures (ie. "negative events") 100.00% of 1 reviewers that rated this feature as important or highly important Calculate total itemized costs, including initial costs and any changes 0% of 0 reviewers... Manage and track all job information and associated tasks 0% of 0 reviewers... Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments 0% of 0 reviewers... Track and visualize the status of an ongoing job and the time spent on tasks or projects 0% of 0 reviewers... Visualization tool to organize and optimize tasks and track their status at every stage of workflow 100.00% of 1 reviewers that rated this feature as important or highly important Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity 100.00% of 1 reviewers that rated this feature as important or highly important Ability to chat online in real time 0% of 0 reviewers... Identify the physical location of an individual, asset, device, etc. 0% of 0 reviewers... Track product batches using identification labels or lots 0% of 0 reviewers... Manage, maintain and track the performance of assets and equipment 0% of 0 reviewers... Schedule predetermined or ad hoc maintenance services and labor requests 0% of 0 reviewers... Material requirements planning software manages the scheduling and inventory control for manufacturers. 0% of 0 reviewers... Process of planning, procuring and controlling material flows along with supplier evaluation and shipping 0% of 0 reviewers... Manage the process of planning and scheduling meetings, including agenda creation 0% of 0 reviewers... Manufacturing execution systems focus on quality control in the production process. 0% of 0 reviewers... Communicate using messages within the system 100.00% of 1 reviewers that rated this feature as important or highly important Log miles driven for tax deduction or reimbursement purposes 0% of 0 reviewers... Monitor task progress and planned accomplishments to better manage project status 0% of 0 reviewers... Access software remotely via mobile devices 82.61% of 23 reviewers that rated this feature as important or highly important Notifications via mobile devices 0% of 0 reviewers... Access the system via a mobile application 50.00% of 2 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Internally shared group of vehicles ready to be dispatched as/when needed 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 100.00% of 1 reviewers that rated this feature as important or highly important Manage and support multiple locations 83.33% of 12 reviewers that rated this feature as important or highly important Ability to handle several projects simultaneously 88.89% of 9 reviewers that rated this feature as important or highly important Diagram that depicts connections among nodes in a network 33.33% of 3 reviewers that rated this feature as important or highly important Centralizes alerts in VPDesk, helping users track changes and deadlines without switching screens. (Released September 2024) 0 reviewers rated this feature Ability of websites, web applications, or mobile applications to function without an active internet connection 0% of 0 reviewers... Book meetings and appointments through a website or digital platform 83.33% of 6 reviewers that rated this feature as important or highly important Track/log the amount of time employees worked per job using a timer 100.00% of 4 reviewers that rated this feature as important or highly important Manage and track customer orders for goods, investments, or any other purchases 0% of 0 reviewers... Manage and record overtime hours for hourly employees 0% of 0 reviewers... Managing and tracking patient health, progress, communication, and treatment plans 0% of 0 reviewers... Observing and tracking a patient's health status, condition, and wellbeing 0% of 0 reviewers... Swipe a credit card or manually process payments while with the customer in the field 0% of 0 reviewers... Level of completion within a task 0% of 0 reviewers... Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries 0% of 0 reviewers... Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk 0% of 0 reviewers... Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements 0% of 0 reviewers... Arrange tasks based on the level of priority or urgency 150.00% of 2 reviewers that rated this feature as important or highly important Manage the end-to-end production process for manufacturing operations 66.67% of 3 reviewers that rated this feature as important or highly important Plan and schedule the use of production resources 0% of 0 reviewers... Track the production of materials and items over certain periods or seasons 0% of 0 reviewers... Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee 100.00% of 1 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation 100.00% of 1 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments 0% of 0 reviewers... Organize and schedule projects 0% of 0 reviewers... Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints 82.35% of 17 reviewers that rated this feature as important or highly important Identifying critical tasks that make up a project and assigning start and end dates for each 0% of 0 reviewers... Pre-designed project plans that can be customized 0% of 0 reviewers... Measure time to completion or hours worked for projects 0% of 0 reviewers... Monitor the progress of projects from start to finish 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage, or update project workflows. 0% of 0 reviewers... Estimate or forecast of a future scenario based on the study of present trends 0% of 0 reviewers... Starting with the end goal and working backward milestone by milestone toward the start 100.00% of 1 reviewers that rated this feature as important or highly important Create, send, and track purchase orders and their statuses 0% of 0 reviewers... Generate quotes or estimates for customers 100.00% of 1 reviewers that rated this feature as important or highly important Preview and make real-time changes in the web content 0% of 0 reviewers... Analyze and gain insights into data in real-time 0% of 0 reviewers... Receive data and information in real time 0% of 0 reviewers... Active monitoring of systems, applications, or networks 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 100.00% of 14 reviewers that rated this feature as important or highly important Active reporting of data and metrics 0% of 0 reviewers... Based on availability, instantly confirm or deny a request when a new booking is made 76.19% of 21 reviewers that rated this feature as important or highly important Receive system updates as soon as any changes are made 0.00% of 2 reviewers that rated this feature as important or highly important Schedule repeating appointments based on a duration of time 0% of 0 reviewers... Set the frequency of a task's occurrence 100.00% of 3 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 100.00% of 2 reviewers that rated this feature as important or highly important Access work applications remotely, for when working away from the office and/or traveling 0% of 0 reviewers... Provide support to your customers and employees remotely over a shared network 0.00% of 2 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 50.00% of 4 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation 72.73% of 11 reviewers that rated this feature as important or highly important Manage the rescheduling of appointments 0% of 0 reviewers... Assign available resources to various projects and tasks 100.00% of 1 reviewers that rated this feature as important or highly important Assign available resources (human and/or non-human) to various projects and tasks 0% of 0 reviewers... Process of planning, scheduling and executing the optimal and effective use of human capital across projects 100.00% of 4 reviewers that rated this feature as important or highly important Approve or reject incoming requests for resources based on need and user permissions 100.00% of 1 reviewers that rated this feature as important or highly important Allocate and manage resources, such as employees, equipment, facilities, and other assets 0% of 0 reviewers... Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received 0% of 0 reviewers... Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties 0% of 0 reviewers... Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held 83.33% of 6 reviewers that rated this feature as important or highly important Track past routes to better plan and optimize repeat trips 0% of 0 reviewers... Finding the most optimal routes for drivers based on various factors and constraints 0% of 0 reviewers... Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Assign and distribute work schedules to individual employees or teams within an organization 85.71% of 7 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources 80.00% of 5 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 0% of 0 reviewers... Online portal through which end users can access the system, manage tasks, or obtain information 0.00% of 1 reviewers that rated this feature as important or highly important Track work performed and resources used for past customers, sites, or assets 0% of 0 reviewers... Facilitate the scheduling and coordination of employee shifts 0% of 0 reviewers... Schedule shifts via online calendars and available employees 0% of 0 reviewers... Managing and trading shift details between employees 100.00% of 2 reviewers that rated this feature as important or highly important Manage and control operations that take place on the shop floor or factory floor 0% of 0 reviewers... Track and manage sick leave time 0% of 0 reviewers... Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Track employee skills, competencies, training & qualifications 0% of 0 reviewers... Send messages via SMS 0% of 0 reviewers... Track staff hours through a calendar view 0% of 0 reviewers... Track the status over time for a request, process, asset, or transaction 0% of 0 reviewers... Track information, qualifications, and contact details of subcontractors 0% of 0 reviewers... Manage all supplier data and operations 100.00% of 1 reviewers that rated this feature as important or highly important Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... Create, manage and track all task activities and progression 90.32% of 31 reviewers that rated this feature as important or highly important Track the status and progress of tasks 100.00% of 3 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 90.91% of 11 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. 0% of 0 reviewers... Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 150.00% of 2 reviewers that rated this feature as important or highly important Log and record hours worked and costs spent to assist in billing and invoicing 0.00% of 1 reviewers that rated this feature as important or highly important Tools that allow employees to request/schedule time off 0% of 0 reviewers... Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation 0% of 0 reviewers... Track the amount of time spent on a job or task 77.78% of 9 reviewers that rated this feature as important or highly important Allows fleets and service businesses to track the condition of tires on their vehicles 0% of 0 reviewers... A digital list of items that need to be completed 0% of 0 reviewers... Track and document the history, application, or location of an item or activity 0% of 0 reviewers... Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch 100.00% of 1 reviewers that rated this feature as important or highly important Organize and track the physical movement of goods from one location to another 0% of 0 reviewers... Allows clinics and academic institutions to create trials and studies from scratch. 0% of 0 reviewers... Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks 83.33% of 18 reviewers that rated this feature as important or highly important Track the frequency of asset usage 0% of 0 reviewers... Request, track, and manage time off requests and vacation time 0% of 0 reviewers... Real-time vehicle tracking for monitoring location, route, speed, etc. 0% of 0 reviewers... Track revisions and updates made to files and navigate between different versions 100.00% of 1 reviewers that rated this feature as important or highly important Search by a unique Vehicle Identification Number (VIN) to reveal a vehicle's features, specifications and history 0% of 0 reviewers... Graphical representation of data or processes 0% of 0 reviewers... Automates task sequencing by analyzing availability, skills, machine rates, and deadlines, reducing manual planning and improving resource allocation accuracy. 0 reviewers rated this feature Adds enterprise-level document management, allowing teams to attach, organize, and track files directly within planning workflows for better traceability. 0 reviewers rated this feature Adds continuous scrolling, improved readability, and faster access to filters and multi-view options for better navigation. (Released September 2024) 0 reviewers rated this feature Sends real-time event notifications to external systems, enabling instant updates and tighter integration with third-party tools. 0 reviewers rated this feature Provides varying estimates based on different scenarios 0% of 0 reviewers... Creating, assign, and track jobs and/or tasks for work orders 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 100.00% of 1 reviewers that rated this feature as important or highly important A set of processes to optimize the productivity of its employees 0% of 0 reviewers... Get Advice We can help you find the software with the features you need. David Jani Visual Planning’s advanced tools streamline high-volume scheduling and data exchange by automating repetitive steps and linking plans to external systems. These capabilities help teams maintain control over complex workflows without sacrificing accuracy or compliance. Features 4.4 (89) 4.4 Based on 89 reviews ## Pricing Value for money 4.3 (76) Visual Planning starts at $55 per user per month for VP Desk, which is above the $20–$40 range most SMBs budget for project management tools. VP Portal costs $40 per user, per month, and VP Go is $15 per user per month. All plans require annual billing and scale by license type, the devices that can access the platform, and the user role. Free Trial [View pricing plan details](https://www.capterra.com/p/176283/Visual-Planning/pricing/) VP DESK $55.00 Per User,Per Month VP PORTAL $40.00 Per User,Per Month VP GO $15.00 Per User,Per Month Value for money 4.3 (76) 4.3 Based on 76 reviews ## Integrations Visual Planning supports integrations through APIs, database connections, and event-driven webhooks, with options for linking to external systems and document workflows. These connections are offered via a mix of native and third-party links. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ QuickBooks Time](https://www.capterra.com/p/151722/TSheets/) David Jani Senior Content Analyst Connecting Visual Planning with finance, ERP, and data management systems helps your team cut duplicate entry, sync schedules with payroll, and centralize updates for faster decisions without toggling between multiple tools. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (82) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (82) 4.5 Based on 82 reviews ## User reviews Overall rating 4.5 Based on 91 reviews Filter by rating 5(55) 4(30) 3(5) 2(1) 1(0) Mentioned topic Sorted by most recent JC Juan C. Manager Accounting ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 1/10 April 11, 2026 My overall expert with visual planning has been extremely great and it has been really easy to use…. Pros What I like the most about visual planning is the scheduling and payroll features that it currently has. Cons What I like the least about visual planning is the current pricing that it has for its products right now. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 16, 2026 Hi Juan, Thank you for taking the time to share your feedback, we really appreciate it. It’s great to hear that the scheduling and payroll capabilities stood out to you and that your overall experience has been smooth and easy to use. That’s exactly what we aim for, especially during the trial phase. We also hear your concern around pricing. It’s something we’re always working to balance with the flexibility and depth of the platform, and feedback like yours helps us continue refining how we package and deliver value. Depending on how you’re planning to use the solution, there may be different licensing options or configurations that better align with your needs and budget. If you’re open to it, we’d be happy to connect and explore what might make the most sense for your team. Thanks again for your honest input, it truly helps us improve. Elon E. Compliance Financial Services ### "Powerful scheduling tool, but takes time to master" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 3, 2026 Pros Very visual and flexible approach to scheduling - you can easily manage resources, projects, and workloads with drag-and-drop, and everything is clear at a glance. It really helps teams stay aligned and improves efficiency once you get used to it. Cons The learning curve is quite steep, and some tasks can be time-consuming, especially at the beginning. Also, performance can sometimes be slow and integrations with other tools are a bit limited Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 7, 2026 Hi Elon, Thank you for the detailed feedback. We are glad to hear that the visual flexibility and drag-and-drop functionality are helping your team stay aligned. In an industry like financial services, having that clear "at a glance" visibility is essential. We also hear your concerns regarding the learning curve and performance. We are constantly working to ensure the platform’s power is matched by its speed and ease of use. Your notes on integrations and performance give our team clear targets for future updates. We appreciate your patience and are happy to have you with us as you move from the initial learning phase to total mastery of the tool. Best Regards, The Visual Planning Team Facinet S. Informaticien Program Development ### "Un outil puissant pour une planification structurée" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 1, 2026 Expérience positive : "Globalement très satisfait. C'est un outil robuste qui a permis d'optimiser notre gestion du temps et d'éviter les erreurs de planification. Pros La centralisation des données et la visibilité en temps réel sur l'occupation des ressources. L'interface est intuitive pour visualiser les plannings d'équipe. Cons Une courbe d'apprentissage un peu raide au début. L'interface peut sembler un peu chargée ou datée visuellement." Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 7, 2026 Hi Facinet, Thank you so much for the 10 out of 10 rating. We are thrilled to hear that Visual Planning has become a robust tool for your team, helping you optimize time management and eliminate planning errors through real-time visibility. We also appreciate your honest feedback about the interface and the initial learning curve. As someone in program development, your perspective on UI design is invaluable to us. We are currently looking for ways to modernize the look and feel of the platform to ensure it stays as intuitive as it is powerful. We are glad to have you with us! Best regards, The Visual Planning Team CR Cory R. outside sales Transportation/Trucking/Railroad ### "visual planning 2025" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 December 3, 2025 Positive experiences with the implementation specialists and support teams, who assist in the extensive setup process. Pros Features like drag-and-drop, automated scheduling, and data consolidation significantly reduce manual administrative effort, saving time and increasing overall efficiency. Cons Aspects of the user interface are often described as not intuitive or dated, which can make certain features difficult to understand and navigate without support. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 4, 2025 Hi Cory, Thank you for taking the time to share your feedback and for choosing Visual Planning. We’re glad to hear that features like drag and drop, automated scheduling, and data consolidation have already helped reduce manual work and improve efficiency for your team. It’s also great to know that our implementation specialists and support teams made a positive impact during your onboarding. We appreciate your comments regarding the user interface. Your input is important, and we want you to know that our product team is actively working on enhancements aimed at improving intuitiveness, navigation, and overall user experience. Updates are already underway, and we look forward to delivering a more modern and seamless interface. If you have specific suggestions or would like personalized guidance on optimizing the platform for your workflows, our team would be happy to connect with you. Thank you again for your review and for being part of the Visual Planning community. KC KARMEGA C. Program Manager Automotive ### "Good - But need speed" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 October 25, 2025 It is good, since all the projects are in single place. Hence, every one at any point of time can access. Pros The sequence of options to ensure project is following all/ proper steps to complete. Data storage at one place. Cons It is always operating very slow. Project Leaders are taking that as a opportunity for not to update their project status. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 12, 2025 Thank you for taking the time to share your feedback. We’re pleased to hear that having all projects and data centralized has been beneficial for accessibility and visibility across your team. We understand your concern regarding system speed. Please notify your Account Manager about the performance issues you are experiencing, as there are several ways we can help boost speed and optimize performance based on your specific setup. We appreciate your input, as it helps us continue improving both the user experience and overall efficiency of the platform. Wes P. Principal Software Engineer Computer Software ### ""Visual Planning" Leverages Graphics to Enhance Planning" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 18, 2025 We use it mainly during the conceptualization part of a project. It makes it easy to ballpark whether or not we have the project is feasible given the resources available. Pros It offers numerous ways to visualize plans. Graphics make obvious aspects of a plan which could otherwise be lost if only numbers are presented. It's dashboard is easily customized to suit our plans. Cons Can't add videos. Some aspects of the user interface aren't very intuitive. There can be a steep learning curve for getting started on a plan. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 7, 2026 Hi Wes, Thank you for the thoughtful review. It is great to hear that the graphical approach is helping you see the "big picture" in ways that raw numbers might hide, especially during the conceptualization and resource-ballparking phases. We appreciate the candid feedback regarding the learning curve and UI intuitiveness. We are constantly looking for ways to make the platform more accessible for new users. Your specific mention of video support is also a unique and interesting point for our product team to consider as we look at future updates. We are glad to have a Principal Software Engineer’s perspective helping us improve. Thanks for being part of the Visual Planning community! Best Regards, The Visual Planning Team CD Carla D. Finance and Operations Manager Marketing and Advertising ### "Visual Planning provided us the real control over cross-team workflows." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 12, 2025 It put us in the know regarding capacity by department. We minimized lead time by getting the creative and finance teams on the same page in terms of deadlines and what was expected. Pros We were able to set up custom workflows following our internal review loops. Our leadership uses the visual dashboards and Gantt charts to identify bottlenecks before they become a problem. Cons The learning curve is deeper than anticipated and needed the IT department to install the software initially. Less than ideal for teams looking for an out-of-the-box answer. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2025 Hi Carla, Thank you for taking the time to share such a thoughtful and detailed review of Visual Planning. We're glad to hear that the platform has helped your teams gain real control over cross-functional workflows, and that your leadership team finds value in the dashboards and Gantt charts to stay ahead of potential bottlenecks. That’s exactly the kind of impact we strive to deliver. We also appreciate your honest feedback regarding the initial learning curve and setup process. While Visual Planning is built for customization and scalability, we understand that it may require some additional onboarding support for teams seeking a more out-of-the-box experience. We're always working to make implementation smoother and more intuitive. If your team has any suggestions or would like additional guidance, your account manager is just a message away. We're always working to make implementation smoother and more intuitive. Best Regards, The Visual Planning Team TG Tvwshintor G. Wo Airlines/Aviation ### "Flexible but Needs a Friendlier Interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 June 1, 2025 Overall, my experience with Visual Planning was fairly positive. It offers powerful scheduling and project management tools that are useful for organizing tasks and team collaboration. Once I became familiar with the system, it helped improve efficiency and coordination. However, the learning curve was a bit steep at first, and some parts of the interface could be more intuitive. Pros If you need a full translation with answers or other sections, feel free to share them! My name Tvwshintor Cons The least liked aspect of Visual Planning was its confusing interface—some features were difficult to understand and not intuitive without training. The system was also sometimes slow, which made collaboration with team members more difficult. A more user-friendly and streamlined experience would be better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 11, 2025 Thank you, Tvwshintor, for taking the time to share your feedback. We’re glad to hear that once you became familiar with the platform, Visual Planning helped improve your task organization and team collaboration. It’s great to know the core tools delivered value during your trial. That said, we were a bit puzzled by your comments regarding the interface and system performance. Visual Planning is designed to be both powerful and user-friendly, so if some parts felt confusing or slower than expected, there may be specific factors worth looking into. We’d really appreciate the chance to understand more about your experience. Please consider reaching out to me so the VP Team can explore how to make the interface more intuitive and better aligned with your needs. We’re committed to improving wherever we can. Thanks again for giving Visual Planning a try. We look forward to supporting you further. NL Nelson L. Office Manager Construction ### "Great software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 30, 2025 My overall experience is great. Just learning it is a game changer, & it shows how much it can help. Pros Its ability to optimize resources & schedule employees' activities to ensure productivity is key in staying efficient. Cons Everything about it is great & I highly recommend it because of the customized scheduling software. It's great! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 11, 2025 Thank you, Nelson, for your positive review and for giving Visual Planning a try during your free trial. We're glad to hear that the platform’s resource optimization and employee scheduling features made a strong impression and contributed to greater efficiency in your operations. It’s always exciting to see how impactful even the early stages of using Visual Planning can be. We appreciate your enthusiasm and recommendation. If you decide to move forward beyond the trial, our team is here to support you every step of the way to ensure you unlock the full potential of the platform for your construction projects. Thanks again for sharing your experience! FB Folashade B. Teacher Author Education Management ### "Visual Planning Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 May 30, 2025 Working with Visual Planning allows me to use several key components of charts, graphs, maps, and other data analytical aspects which makes calibrating with team members easier. Pros It consists of several benefits such as interaction, group associations, and clarification of features. Cons It can be time consuming due to excess number of features. It can be a bit exhausting. It's a software which demonstrates an array of extensive visual data concepts to make working easier and better effective. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 11, 2025 Thank you, Folashade, for taking the time to share your experience with Visual Planning. We’re glad to hear that the platform’s interactive features, data visualization tools, and collaboration capabilities have supported your work, especially in an educational setting. It’s always rewarding to know our solution helps bring clarity and structure to complex planning tasks. We also appreciate your honest feedback regarding the number of features. While Visual Planning is built to be comprehensive and flexible, we understand that it can feel overwhelming at first. We're always working to make the user experience more intuitive and efficient. If you ever need guidance on how to simplify your workflow or make better use of specific features, our support team is always happy to assist! [View all Reviews](https://www.capterra.com/p/176283/Visual-Planning/reviews/) ## FAQs Visual Planning starts at $55 per user, per month for VP Desk, $40 per user, per month for VP Portal, and $15 per user, per month for VP Go, when billed annually. Perpetual licenses are also available, and implementation support, if required. Yes. The vendor provides a free trial so teams can test the product before purchase. Pricing is offered in SaaS, subscription, and perpetual models, and details vary by license type and deployment. Contact sales for configuration specifics beyond list pricing. Yes. VPPortal includes enhanced Gantt capabilities, graphical task linking, multi‑view options, and the ability to display critical paths, improving schedule visibility and dependency tracking during planning and review. Both. The product can be deployed as SaaS or installed on‑premises. The vendor lists SaaS, subscription (on‑prem), and perpetual license options, allowing organizations to align deployment with security and ownership requirements. Yes. Visual Planning provides REST APIs, supports webhooks and JSON payloads for event notifications, and offers database connectivity to exchange data with external systems. These paths enable automation and reporting without manual re‑entry. Yes. VPGo provides mobile access with offline capability, and VPPortal offers full‑web access. Together, they support field updates, schedule review, and quick edits when away from a desktop. Recent reviews indicate strong usage by small businesses, with frequent weekly or daily use and a focus on scheduling, project management, and employee scheduling. This pattern suggests a fit for teams coordinating resources across shifting timelines. Yes. The vendor documents SSO compatibility via SAML2 and OAuth2 for the desktop launcher and notes multi‑factor authentication support among its VP9 security updates. Administrators should confirm availability in their edition and environment. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Visual Planning’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [Avoid PM Software Failure: Use a Risk Assessment Matrix Before You Commit](https://www.capterra.com/resources/risk-assessment-matrix/) Published August 1, 2025 by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [Top 10 Project Management Software With AI-Enabled Features](https://www.capterra.com/resources/top-ai-project-management-software/) Published July 22, 2025 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [How to Choose Project Management Software With Confidence: Insights From Real Buyers](https://www.capterra.com/resources/project-management-software-buyer-insight/) Published April 13, 2026 by ### [Choosing Project Management Software? Start With This Requirements Checklist](https://www.capterra.com/resources/project-management-software-requirements-checklist/) Published April 2, 2026 by ### [What Is Project Management Software? Industry Leaders Clear Your Doubts](https://www.capterra.com/resources/what-is-project-management-software/) Published August 20, 2024 by [Shubham Gupta](https://www.capterra.com/resources/author/sgupta/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) Popular comparisons [Connecteam vs Visual Planning](https://www.capterra.com/compare/153140-176283/Connecteam-vs-Visual-Planning)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)