--- title: "Visual Planning Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Visual Planning Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/176283/Visual-Planning/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Visual Planning Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Visual Planning ## What is Visual Planning? Visual Planning is a customizable project management platform designed for manufacturing, professional services, and engineering teams with 10–500 employees. It helps project managers and operations leads plan, execute, and track projects efficiently. Users can schedule tasks and milestones, coordinate resources and budgets, and gain instant visibility across departments. With Gantt charts, Kanban boards, and calendars, plus automated notifications, projects stay on track, teams remain aligned, and deadlines are met reliably. Integrations with ERP, CRM, HRIS, and other business systems centralize data, reduce silos, and improve decision-making, helping teams optimize resources, minimize delays, and deliver projects on time. ## What is Visual Planning used for? [Scheduling](https://www.capterra.com/scheduling-software/)[Project Management](https://www.capterra.com/project-management-software/)[Employee Scheduling](https://www.capterra.com/employee-scheduling-software/) Recognitions Shortlist Overall rating Based on 127 user reviews Reviews sentiment Positive 93% Neutral 5% Negative 2% Starting price $55 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Fleet Management / 2026 - Resource Management / 2026 - Construction Scheduling / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Visual Planning alternatives Highest Rated [4.6 (5,318)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (1,487)](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 (3,043)](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 (3,563)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/176283/Visual-Planning/alternatives/) ## FAQs about Visual Planning Overview ### What problems does Visual Planning solve? Visual Planning solves scattered schedules, resource conflicts, double-booking, and poor visibility across projects by centralizing tasks, staffing, equipment, and timelines in one visual workspace. Project managers, service teams, production planners, HR coordinators, and field operations teams use it to streamline approvals, reduce manual updates, and keep everyone aligned in real time. Answer based on 89 reviews Overview ### Which roles and teams benefit most from Visual Planning? Visual Planning is most used by managers, directors, and business owners who need to organize schedules, allocate resources, and monitor team capacity. Administrative, HR, and IT staff benefit from coordinating staffing, training, and system support, while executives and analysts use it to improve visibility, planning accuracy, and operational decisions. Answer based on 118 reviews Overview ### What company size and industries is Visual Planning built for? Visual Planning is built for organizations of any size, with the strongest fit among small businesses at 62% of reviewers and enterprises at 27%. It serves construction, field services, HR, manufacturing, and production, while reviewer data shows the top industries are accounting and construction at 7% each, followed by computer software at 6%. Answer based on 118 reviews Features and Usability ### What are the key features of Visual Planning? Visual Planning includes core project and resource management features like resource allocation, capacity planning, task management, and Gantt/timeline view. Reviewers also highlight scheduling tools such as drag-and-drop scheduling and automated scheduling, plus differentiators like customizable dashboards, reporting, API integrations, and real-time updates for team visibility. Answer based on 49 reviews Overview ### How good is Visual Planning for project planning? Visual Planning works well for project planning by giving teams a clear, visual view of timelines, workloads, and dependencies. Project managers, lab teams, and operations groups use Gantt charts, dashboards, and resource scheduling to coordinate work in real time, though new users may need time to learn the planning views. Answer based on 21 reviews Integrations ### Which third-party tools and platforms does Visual Planning integrate with? Visual Planning integrates with Microsoft Power BI and QuickBooks Enterprise, with additional connections for accounting, files, and productivity tools including QuickBooks Online, QuickBooks Desktop, Microsoft Excel, Microsoft Outlook, Google Drive, and Dropbox. It also supports over 20 integrations, covering platforms such as SharePoint, OneDrive, and SAP Business One. Answer based on 18 reviews Getting Started and Support ### How easy is it to onboard and train a team on Visual Planning? Visual Planning offers in-person training, live online sessions, webinars, and documentation. Reviewers say basic onboarding is manageable for everyday team members with guidance, tutorials, and regular use, while admins, advanced users, and teams handling setup or customization usually need more time because the interface and deeper features have a steeper learning curve. Answer based on 27 reviews Getting Started and Support ### What customer support options does Visual Planning offer, and how do users rate the experience? Visual Planning offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, knowledgeable, and helpful, with efficient handling of questions. Some report uneven phone support knowledge, limited ticket follow-up visibility, and a desire for more proactive onboarding during setup. Answer based on 21 reviews Features and Usability ### What features does Visual Planning offer? Visual Planning offers flexible scheduling, resource planning, dashboards, custom workflows, and visual project views for complex operations. Many project managers, operations teams, and multi-department businesses value its adaptability and integrations, though advanced configuration can feel complex, some features need training, and performance may slow with large or detailed datasets. Answer based on 27 reviews ## Who uses Visual Planning? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 29,194 Project Management reviews Capterra data shows that buyers of project management software rank the following features as their top priorities: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Visual Planning supports all three of the features reviewers rate most highly: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses keep schedules on track, monitor time spent across projects, and improve planning accuracy, allowing teams to meet deadlines and manage resources more effectively. Calendar Management 4.3 (61) 85.25% of 61 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Task Management 4.5 (44) 93.18% of 44 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Real-time Scheduling 4.5 (31) 83.87% of 31 reviewers that rated this feature as important or highly important Based on availability, instantly confirm or deny a request when a new booking is made User Management 4.6 (30) 90.00% of 30 reviewers that rated this feature as important or highly important Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Mobile Access 4.4 (27) 81.48% of 27 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Real-Time Notifications 4.2 (22) 86.36% of 22 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs Visual Planning 232 features ### All Features - Absence Management: Manage and track employee attendance - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendance Tracking: Track the attendance of specific individuals or groups - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Capacity Planning: Determine and plan production capacity based on changing demands - Change Management: Track and monitor efficient handling of all changes/transitions - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Class Scheduling: Schedule in-person or online classes - Client Database: Electronic storage of stakeholder contact information - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commercial: Specialized for organizations who focus on commercial projects and processes - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) - Cost Estimating: Forecast the cost and resources required to complete a project - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Demand Forecasting: Forecast customer demand using historical insights and simulations - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Documentation Management: Manage product specific documents in a categorized order - Double Data Entry: Data entry quality control method that involves recording the same data twice to maintain integrity - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Driver Management: Track all personnel who operate company vehicles - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Data Capture: Import, collect, and capture data from multiple sources - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Employee Activity Monitoring: Monitor and track what your employees are doing - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Scheduling: Plan an event's time and location - Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Storage: Store and access documents, forms, and photos in one centralized place - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Residential: Specialized for organizations who focus on residential projects - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fuel Management: Monitor fuel consumption and optimize fuel usage - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Geographic Maps: Visualize locations on a map - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Historical Reporting: Information, data and reports that are being tracked over time - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Incident Reporting: Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Live Chat: Ability to chat online in real time - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Lot Tracking: Track product batches using identification labels or lots - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Material Requirements Planning: Material requirements planning software manages the scheduling and inventory control for manufacturers. - Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - MES: Manufacturing execution systems focus on quality control in the production process. - Messaging: Communicate using messages within the system - Mileage Tracking: Log miles driven for tax deduction or reimbursement purposes - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Motor Pool: Internally shared group of vehicles ready to be dispatched as/when needed - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Multiple Projects: Ability to handle several projects simultaneously - Network Diagram: Diagram that depicts connections among nodes in a network - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Online Booking: Book meetings and appointments through a website or digital platform - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Overtime Calculation: Manage and record overtime hours for hourly employees - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Percent-Complete Tracking: Level of completion within a task - Permit Management: Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Prioritization: Arrange tasks based on the level of priority or urgency - Production Management: Manage the end-to-end production process for manufacturing operations - Production Scheduling: Plan and schedule the use of production resources - Production Tracking: Track the production of materials and items over certain periods or seasons - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Pull Planning: Starting with the end goal and working backward milestone by milestone toward the start - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Appointments: Schedule repeating appointments based on a duration of time - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Rescheduling: Manage the rescheduling of appointments - Resource Allocation: Assign available resources to various projects and tasks - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Request: Approve or reject incoming requests for resources based on need and user permissions - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Room Booking: Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held - Route History: Track past routes to better plan and optimize repeat trips - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Routing: Plan daily routes to optimize employee scheduling and provide directions - Schedule Distribution: Assign and distribute work schedules to individual employees or teams within an organization - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - Shift Management: Facilitate the scheduling and coordination of employee shifts - Shift Scheduling: Schedule shifts via online calendars and available employees - Shift Swapping: Managing and trading shift details between employees - Shop Floor Management: Manage and control operations that take place on the shop floor or factory floor - Sick Leave Tracking: Track and manage sick leave time - Single Sign On: Allow users to access multiple services after entering their login credentials once - Skills Tracking: Track employee skills, competencies, training & qualifications - SMS Messaging: Send messages via SMS - Staff Calendar: Track staff hours through a calendar view - Status Tracking: Track the status over time for a request, process, asset, or transaction - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Supplier Management: Manage all supplier data and operations - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Off Requests: Tools that allow employees to request/schedule time off - Time Zone Tracking: Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation - Timesheet Management: Track the amount of time spent on a job or task - Tire Management: Allows fleets and service businesses to track the condition of tires on their vehicles - To-Do List: A digital list of items that need to be completed - Traceability: Track and document the history, application, or location of an item or activity - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Transportation Management: Organize and track the physical movement of goods from one location to another - Trial Design: Allows clinics and academic institutions to create trials and studies from scratch. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Utilization Reporting: Track the frequency of asset usage - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Vehicle Tracking: Real-time vehicle tracking for monitoring location, route, speed, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - VIN Lookup: Search by a unique Vehicle Identification Number (VIN) to reveal a vehicle's features, specifications and history - Visualization: Graphical representation of data or processes - What-if Analysis: Provides varying estimates based on different scenarios - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks - Workforce Management: A set of processes to optimize the productivity of its employees --- Get Advice We can help you find the software with the features you need. Features 4.4 (125) 4.4 Based on 125 reviews ## Pricing Value for money 4.3 (108) 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 (108) 4.3 Based on 108 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](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/) 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 4.3 (116) 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 4.3 (116) 4.3 Based on 116 reviews ## User reviews Overall rating 4.5 Based on 127 reviews Filter by rating 5(76) 4(42) 3(6) 2(2) 1(1) Mentioned topic Sorted by most recent DR Delicia R. CEO Alternative Medicine ### "Easy to Use and Dependable Every Day" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 October 2, 2026 My overall experience with Visual Planning has been excellent. It makes planning and organizing clearer and less stressful, and it's easy to keep using day after day. After a year, I'm still happy with it, and I'd recommend it to anyone who wants a simple, reliable way to stay on top of their schedule and tasks. Pros I've been using Visual Planning for a year, and it has become a big part of how I stay organized. The layout is clean and easy to follow, so it's simple to see what's coming up and what needs my attention at a glance. It's intuitive enough that I never needed a long learning curve, and it has been dependable the entire time I've used it Cons Honestly, there's nothing I really dislike. After a full year of regular use, I haven't run into any issues that got in the way of my work. 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 October 9, 2026 Thank you, Delicia, for such a warm review and your 10/10 recommendation! Hearing that Visual Planning has become a dependable part of your routine over the past year means a great deal to us. A planning tool should make it easier to focus on your work, and we’re delighted that the layout helps you see what’s coming up and where your attention is needed. It’s especially encouraging to know that getting started felt intuitive and that regular use has been smooth. The confidence that comes from a schedule you can understand at a glance is valuable, particularly when you’re managing the many responsibilities of running your business. We’re glad Visual Planning is helping you stay organized with less stress and continues to feel easy to use day after day. If your needs evolve, our team is here to answer questions and help you explore more ways to support your workflow. Thank you for making us part of your working day and for recommending Visual Planning to others. Your trust means a lot! SO silvio O. dipendente Information Services ### " Uno strumento pratico per la pianificazione" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 2, 2026 Nel complesso mi sono trovato bene. Visual Planning è uno strumento pratico per organizzare il lavoro e avere una visione chiara delle attività e delle risorse. Pros Mi piace soprattutto la possibilità di organizzare facilmente attività, risorse e persone in un unico posto. È abbastanza intuitivo e aiuta a tenere sotto controllo la pianificazione. Cons All’inizio bisogna un po’ prenderci la mano e alcune funzioni potrebbero essere più immediate e semplici da usare. 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 October 9, 2026 Thank you, Silvio, for trying Visual Planning and sharing your impressions! Bringing tasks, resources, and people together in one place is central to how we help teams organize their work. We’re pleased that you found the approach intuitive and useful for keeping your schedule under control. Your point about getting comfortable with the software and making certain functions simpler is helpful. A trial is an opportunity to see how a tool fits your working habits, and those first interactions matter. We’d welcome more detail about the functions you felt could be more immediate so we can better understand your experience. If you’d like help exploring further, please reach out to our team. We can walk through your planning needs, answer questions, and help you focus on the features most useful to your daily work. Thank you for highlighting the value of having a clear overview of tasks and resources. We appreciate the opportunity to help you make the most of your time with Visual Planning Gagandeep S. DIRECTOR Accounting ### "Clear and Practical Scheduling Solution" 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 September 28, 2026 My overall experience with Visual Planning has been positive. It is a useful tool for organizing schedules and resources, and the visual approach makes planning and coordination more efficient. Pros Visual Planning makes scheduling and resource management straightforward. I liked the clear visual layout, which makes it easy to see assignments, schedules, and availability at a glance. Cons Some features can take time to learn, and the interface can feel a little busy when managing a large number of schedules or resources. 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 October 9, 2026 Thank you, Gagandeep, for your feedback and 10/10 recommendation! It’s rewarding to hear that Visual Planning is making scheduling and resource management more straightforward for your team. Being able to see assignments and availability at a glance helps turn a complicated planning process into a clearer picture of the day ahead. We also appreciate your observations about the learning curve and how busy the interface can feel as schedules and resources increase. Clear visibility should remain useful as your planning needs grow. Your account manager can help you explore ways to tailor views, focus on relevant information, and build confidence with the features that matter most to your workflow. We’re glad your first few months have been positive and that the visual approach is helping you coordinate work more efficiently. Thank you for choosing Visual Planning and taking the time to share what’s working well and where there’s room to improve. We look forward to supporting your team! Giovanni S. Freelancer Internet ### "​Potente per la gestione delle risorse aziendali, ma troppo rigido e complesso per lo studio di tutti i giorni" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 24, 2026 ​È un ottimo software gestionale da conoscere se ci si interfaccia con realtà aziendali complesse, dove la precisione nell'assegnazione dei compiti e la visione d'insieme delle risorse fanno la differenza. Tuttavia, per l'organizzazione dello studio, delle lezioni o per la gestione di piccoli progetti tra 2 o 3 compagni di corso, esistono alternative molto più snelle, veloci e piacevoli da usare. Pros Se ti trovi a fare uno stage in un'azienda strutturata o in un'agenzia che gestisce più progetti contemporaneamente, Visual Planning è un vero e proprio centro di controllo. La sua forza sta nella pianificazione visiva e nell'assegnazione delle risorse: ti permette di vedere in un'unica schermata chi sta facendo cosa, quali strumenti o spazi sono occupati e come si sovrappongono le scadenze su diagrammi e calendari. È ottimo per evitare che due persone vengano assegnate allo stesso compito o che si creino colli di bottiglia nei flussi di lavoro. Cons ​L'interfaccia utente ha un'impostazione un po' datata e "pesante", molto lontana dalla fluidità e dal design moderno di strumenti come Trello o Notion. La curva di apprendimento è ripida: prima di poter creare una pianificazione efficace devi spendere del tempo a configurare parametri, permessi e risorse. Per un uso personale, universitario o per gestire semplici to-do list individuali, risulta totalmente sproporzionato e farraginoso. 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 October 9, 2026 Thank you for your thoughtful review, Giovanni! Your “control center” description captures the value of Visual Planning: helping teams see who’s doing what, coordinate shared resources, and spot scheduling conflicts before they become bottlenecks. We’re glad those strengths stood out to you. We also appreciate your candid feedback on the interface and learning curve. The flexibility needed to support complex operations can require an initial investment in configuration, and your comments highlight the importance of making everyday planning approachable. If you haven’t seen VPPortal yet, we encourage you to take a look! It’s our most modern interface, offering a fresh, streamlined experience compared with VPDesk. Please contact your account manager to request a demo and explore how VPPortal can support your day-to-day workflow. We’d welcome the opportunity to understand your needs and help you get more value from Visual Planning. Thank you for sharing your experience and perspective! SP Susan P. DIRECTOR Accounting ### "Flexible and Easy-to-Use Planning Tool" 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 September 24, 2026 Overall, my experience with Visual Planning has been positive. It provides a useful way to organise schedules, appointments, tasks, and resources in one place. The visual layout makes it easy to see what is planned and helps with managing day-to-day work. There is a learning curve with some of the features, but once familiar with the system, it is a practical and flexible planning tool. Pros What I liked most about Visual Planning is how easy it makes it to organise schedules, tasks, and resources in one place. The visual layout makes it simple to see appointments and assignments at a glance, which helps with planning work and keeping everything organised. Cons The main thing I liked least about Visual Planning is that it can take some time to learn all the available features and settings. The interface can feel a little busy at first, and some tasks require a few extra steps to set up or adjust. 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 October 9, 2026 Hi Susan, thank you for your fantastic review and for choosing Visual Planning! It is great to hear that our visual layout is helping your accounting team keep schedules, tasks, and resources perfectly organized. Giving directors like yourself an at-a-glance view of daily work is exactly what we strive for. We also appreciate your honest feedback regarding the initial learning curve. Because Visual Planning is highly flexible and customizable to fit different workflows, it can indeed feel a bit busy when you first start exploring all the features. We are continuously working on streamlining our interface to reduce extra setup steps and make the onboarding experience smoother. Since you've been with us for under a year, please remember our support team is always available if you need help optimizing your views or finding shortcuts to make your planning even more efficient. Thank you again for your trust and for sharing your experience! JACOPO T. informatico Computer Networking ### "Pratico e completo per organizzare il lavoro" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 September 9, 2026 a mia esperienza con Visual Planning è stata molto positiva. È uno strumento completo e pratico per organizzare il lavoro e tenere sotto controllo attività, appuntamenti e risorse. La possibilità di avere una panoramica della pianificazione facilita il coordinamento e aiuta a gestire meglio le attività quotidiane. Pros Mi è piaciuta soprattutto la possibilità di organizzare e gestire facilmente attività, appuntamenti e risorse in un unico ambiente. L'interfaccia è intuitiva e permette di avere una visione chiara della pianificazione, rendendo più semplice coordinare il lavoro. Cons All'inizio può essere necessario un po' di tempo per prendere confidenza con tutte le funzionalità disponibili. Alcune impostazioni potrebbero risultare meno immediate per chi utilizza il software per la prima volta. 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 September 15, 2026 Dear Jacopo, Thank you for sharing your review and experience with Visual Planning. We are delighted to hear that our platform serves as a practical, comprehensive solution for your workflow, allowing you to organize tasks, appointments, and resources within a single centralized environment. Having a clear overview is essential for staying coordinated, and we are glad the interface helps you manage daily activities smoothly. We also appreciate your constructive feedback regarding the learning curve. Because Visual Planning provides an extensive set of capabilities, exploring every feature and finding the right settings can take some time for first-time users. To make initial navigation easier, we are actively improving our user guides, adding step-by-step tutorials, and simplifying configuration menus. Thank you again for your valuable feedback. Please reach out to our support team whenever you would like assistance fine tuning your setup. Best Regards, The Visual Planning Team AM Anthony M. Ingénieur Automotive ### "Visual Planning : Organiser et visualiser rapidement " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 8, 2026 L'expérience globale est satisfaisante, cela me permet de gérer mes plannings facilement avec des outils très visuel. Pros J’utilise Visual Planning au quotidien pour organiser les ressources et suivre l’avancement des activités. J’aime bien la vue planning très visuelle, qui permet d’identifier rapidement les disponibilités et les éventuels conflits de charge. La flexibilité de l’outil est également un vrai atout, car il s’adapte à différents types de projets et d’organisations. Enfin, la centralisation des informations facilite la coordination entre les équipes et améliore la visibilité sur les tâches en cours Cons En revanche, certaines fonctionnalités avancées demandent un temps d’apprentissage avant d’être pleinement maîtrisées, et la personnalisation des plannings peut parfois paraître un peu complexe pour les nouveaux utilisateurs 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 September 15, 2026 Dear Anthony, Thank you for your review and for trusting Visual Planning. We are thrilled to hear our platform helps you organize resources, track activity progress, and resolve workload conflicts across your engineering teams. Having centralized data is vital for smooth coordination in large organizations, and we are glad our visual displays provide the immediate clarity and flexibility your projects require. I also appreciate your constructive feedback regarding the learning curve for advanced features and schedule customization. Visual Planning offers deep versatility to adapt to complex environments, but that range of options can feel overwhelming initially. To help new users master custom layouts faster, we are actively expanding our guided tutorials, configuration best practices, and template libraries. Thank you again for your partnership. Please reach out to our support desk whenever you need any assistance fine-tuning your team's views. Best, The Visual Planning Team DW David W. Owner Information Technology and Services ### "Planning Review" 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 September 3, 2026 Visual Planning est intéressant pour organiser les horaires et les plannings d’une équipe. La présentation visuelle permet de voir assez rapidement les personnes disponibles et les tâches ou horaires prévus. Pros Le système de planning permet de centraliser les informations et d’éviter de gérer les horaires sur plusieurs fichiers. C’est surtout utile quand plusieurs personnes doivent être organisées en même temps. Cons Au début, certaines fonctions ne sont pas très évidentes et un planning avec beaucoup d’informations peut devenir assez difficile à lire. 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 September 15, 2026 Dear David, Thank you for your wonderful review and for your continued partnership over the past two years. We are thrilled that Visual Planning has helped your business centralize critical scheduling data into one dependable hub, eliminating the headache of juggling multiple files while giving you immediate visibility into team availability and task allocations. I also appreciate your candid feedback regarding schedule density and feature discoverability. When coordinating multiple people simultaneously, dense views can certainly become difficult to read. Visual Planning offers numerous display customization options, such as tailored filters, collapsible resource groupings, and custom color rules designed to declutter busy calendars. We would welcome the chance to review your layout settings with you to ensure your schedules remain clear and easy to navigate. Thank you again for recommending us so highly. Please reach out to us anytime. Best regards, The Visual Planning Team Shyam Kishor P. Office Admin Information Technology and Services ### "Flexible and powerful visual scheduling software for complex team management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 2, 2026 Our overall experience with Visual Planning has been solid. It provided the exact custom resource scheduling and dispatch capabilities our operation needed. Once the initial setup was complete, it noticeably improved team coordination, reduced scheduling conflicts, and made tracking projects across departments far more efficient. Pros Visual Planning is exceptionally versatile for complex task and project management across different teams. The drag-and-drop schedule display makes project collaboration straightforward and ensures everyone stays aligned during project updates. It delivers strong value for money by replacing multiple scheduling tools with a single centralized database. Cons The deep customization capabilities mean there is a noticeable learning curve for initial deployment. Setting up detailed security permissions for specific user groups takes time, and customer support can occasionally be slow to respond when troubleshooting niche configuration questions. 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 September 15, 2026 Dear Shyam, Thank you for your review and for trusting Visual Planning. It is wonderful to hear that our platform centralized your scheduling into a single database, replaced disconnected tools, and reduced conflicts across teams with our drag-and-drop views. I also appreciate your candid feedback regarding onboarding and customer support. Because Visual Planning handles complex workflows, setting up granular user permissions involves a learning curve. We are actively expanding our permission templates and setup documentation to make initial deployment much smoother for administrators. Regarding response times on niche configuration questions, advanced setups require specialized guidance. We are actively refining our internal escalation paths to ensure complex inquiries receive faster, targeted assistance. Thank you again for your partnership. Reach out anytime if you need help fine-tuning your workspace. The Visual Planning Team Bhawna D. Recruiter Computer Software ### "Visual planning review " 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 7/10 August 9, 2026 Overall, my experience with Visual Planning was positive. It is a useful scheduling and resource management platform that improves visibility and organization, although some features could be easier to use. Pros Visual Planning provides a clear visual way to organize schedules, tasks, resources, and projects. It makes it easier to see workloads at a glance and manage assignments efficiently. Cons The platform can take some time to learn, especially when setting up more complex schedules. The interface could also be more intuitive and modern in some areas. 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 August 12, 2026 Hi Bhawna, Thank you for your review and for choosing Visual Planning! As a recruiter in the computer software space, we know how critical it is to manage assignments efficiently. We are thrilled that our visual approach to organizing schedules has given your team clear visibility and improved your organization during your first year with us. We greatly value your feedback regarding the initial learning curve and the user interface. We completely understand that setting up complex schedules takes time to master, and that some areas of the platform would benefit from a more modern design. Please know that our development team is actively working on interface enhancements to streamline the user experience. If you ever need assistance optimizing your complex scheduling workflows, your account manager is always ready to help you maximize the value of the software. Thank you for sharing your positive experience! Best Regards, Shaunt [View all Reviews](https://www.capterra.com/p/176283/Visual-Planning/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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