--- title: "Shopperations Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Shopperations Software - reviews, pricing plans, popular comparisons to other Marketing Planning products and more." source_url: "https://www.capterra.com/p/183242/Shopperations/" page_type: "product" language: "en" --- # Shopperations Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 5, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Shopperations ## What is Shopperations? Easy to use marketing planning and budget management system for Consumer Packaged Goods brands and their agencies. Track sources of funds, standardize tactical planning, actualize invoices, customer deductions, and coupon redemptions, automate reporting and build beautiful marketing calendars with just a few clicks of a button. Generate high-quality, granular, and timely data for post-promotional and marketing mix analytics. We automate minutiae so marketers can do marketing! ## What is Shopperations used for? [Marketing Planning](https://www.capterra.com/marketing-planning-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not 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 Shopperations?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://shopperations.com&name=Shopperations) ## 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. ### Shopperations 4.8 (16) VS. [4.6 (6,108)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (16) Ease Of Use 4.5 (12,273) Value For Money 4.4 (12) Value For Money 4.3 (8,832) Customer Service 5.0 (15) Customer Service 4.4 (7,929) ## Shopperations alternatives [4.3 (61)](https://www.capterra.com/p/153624/MARMIND/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.6 (2,243)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (3,039)](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 [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,673)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [View all alternatives](https://www.capterra.com/p/183242/Shopperations/alternatives/) ## FAQs about Shopperations Overview ### Which roles and teams benefit most from Shopperations? Shopperations is most used by shopper marketing, commerce marketing, and brand teams that plan promotions, analyze retail performance, and coordinate customer-facing campaigns. Directors and executives use it for strategy and visibility across initiatives, while analysts and consultants rely on it to assess program effectiveness, optimize execution, and support planning decisions. Answer based on 16 reviews Overview ### What company size and specific industries is Shopperations built for? Shopperations is designed for marketers at small, mid-market, and enterprise companies in the Consumer Packaged Goods and Retail industries. It is built for organizations that need a solution focused on shopper marketing within those sectors. Features and Usability ### What are the key features of Shopperations? Shopperations offers project management and planning features such as project tracking, project templates, roadmapping, and Gantt/timeline view. It also includes campaign management, campaign planning, media planning, and a marketing calendar, plus budgeting/forecasting, spend management, reporting & statistics, role-based permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does Shopperations integrate with? Shopperations integrates with Launch and SAP Business One. These catalog integrations cover platform launch workflows and ERP connectivity, giving Shopperations a small but focused set of third-party connections for core business operations. Getting Started and Support ### What training and onboarding options does Shopperations offer? Shopperations provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference material, and videos allow self-paced review of product features and setup steps. Getting Started and Support ### What customer support options does Shopperations offer? Shopperations offers Email/Help Desk, Knowledge Base, Phone Support, and Chat for customer support. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond the listed channels. ## Features AI summary Based on 566 Marketing Planning reviews Capterra reviewers highlight these as the features buyers value most when choosing marketing planning software: - **Workflow Management** (**74%** of reviewers rated this feature as critical) - **Commenting/Notes** (**73%**) - **Task Management** (**72%**) Shopperations includes **Commenting/Notes**, making it easier for teams to share feedback and keep planning discussions in one place. However, it does not offer **Workflow Management** or **Task Management**. Instead, it provides other highly rated features, including **Project Planning** (**67%**) and **Calendar Management** (**74%**), which help teams map out campaigns, organize timelines, and stay aligned on key deadlines, helping businesses keep marketing work coordinated and on schedule. Collaboration Tools 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Goal Setting/Tracking 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Marketing Calendar 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important See past and upcoming campaigns and communications in a calendar view Media Planning 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Identify advertising and promotional sources to be used in marketing efforts Roadmapping 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Identifying desired outcomes and important milestones and creating a plan on how to achieve them Spend Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track the amount of money spent on a certain product or with a certain supplier Shopperations 32 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - API: Application programming interface that allows for integration with other systems/databases - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - 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 - Customizable Reports: Alter the layout and content of reports - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Media Planning: Identify advertising and promotional sources to be used in marketing efforts - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.4 (16) 4.4 Based on 16 reviews ## Pricing Value for money 4.4 (12) ### Starting price Free trial not available Value for money 4.4 (12) 4.4 Based on 12 reviews ## Integrations [ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[ Launch](https://www.capterra.com/p/149745/Online-Orientation/) 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 5.0 (15) 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 5.0 (15) 5.0 Based on 15 reviews ## User reviews Overall rating 4.8 Based on 16 reviews Filter by rating 5(13) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CB Craig B. VP of Strategy Marketing and Advertising ### "Embrace Shopperations Now!" 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 June 12, 2025 I have used Shopperations with five unique manufacturers and two agencies, all with the same success. I have seen the benefit as a client-side Shopper Marketing Director and from the Agency side as a VP of client service. It is simply a necessity for a modern Shopper Marketing organization. If you are going to climb the mountain you need to eventually leave base camp behind. Managing budgets and projects on floating excel worksheets will always keep you tethered to base camp. I work hard to recruit and retain top talent on my team, Shopperations allows them to do what they love, build creative solutions, with the confidence that we are in lock step with all budgets. For mid-size or challenger manufacturers we have seen Shopperations allow full integration of the marketing and sales teams to focus on growth. Budgets and programs are transparent to everyone, allowing creative input and refinement that leads to elevated impact on the business. And who doesn't want finance on their side? Shopperations allows you to earn the reputation for managing money effectively. When incremental dollars become available, Shopper is usually the first place Finance comes, with the full confidence that we can identify, plan, execute and track the dollars and impact. Across all of my Shopperations experiences, \[sensitive content hidden\] and her team have been trusted partners. Listening, evolving, sometimes pulling us into the next evolution. Shopperations is more than just great technology, it's a team solution. Pros Shopperations EMPOWERS smart people on my team to do their best work. Shopperations acts as a single source of truth for budgets at all levels. With confidence that we are managing the money accurately, time can be shifted for my team to focus on being creative and keeping pace with the dynamic changes in the omni-commerce environment. Cons We want even more! As a trusted platform, I find myself stretching Shopperations into other functional areas to gain additional benefits. With some customization we use Shopperations to manage project timelines, including key milestones in a summary report for a single view of status. We house all mission critical supporting documents in Shopperations, plans, contracts, links to creative specs, post promotion analytics. As the team stretches the tool, the Shopperations team is extremely supportive and creative. They provide customized solutions and share best practices across their wide array of clients. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) To be faster, smarter, more transparent. No more version control issues. 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. AN Anonymous User Customer Marketing, Associate Manager Consumer Goods ### "Great planning and budgeting 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 July 11, 2024 Pros Shopperations keeps me sane in my daily work day! The functionality helps me saving time and while allocating my budget effectively, helps improve my productivity! The customer service team is also amazing. They answer questions quickly and are always willing to teach. Cons Limited access to our internal financial trackers to speak to each other for making sure invoices come in but can always be a future opportunity. 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 12, 2025 Thank you for your thoughtful review. Regarding connectivity with internal financial systems, we are happy to enable that capability. Please reach out to your Shopperations internal admin or customer success lead to request integration. GW Ginger W. Principal Consumer Goods ### "Shopperations - Customized Budget Management designed for optimal collaboration" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 31, 2023 Gaining adoption for the tool has been very positive and the shopperations team provides endless support to ensure the users are well informed on its functionality. It does take time to input all the data, but once the team members start using it more consistently, it will be an extremely useful tool. Pros The ability to establish and track budgets in a format that allows users to manage and visualize them across multiple, customized views for different stakeholders is a game changer compared to manual, offline trackers. It also supports consistency in the budget management process across team members for better collaboration, particularly when budgets are managed by multiple groups but feed into the same initiative. I really like that Shopperations is a custom designed tool and is adaptable to our organizations' needs. Cons Shopperations does require budgets to be set up a either bottoms-up (by retailer) or top-down (by brand), whereas sometimes budgets are established in combination. While this feature is somewhat limiting, the tool provides multiple views once the budgets are established and recorded, so it is still easily managed. 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 12, 2025 Thank you for your detailed review, Ginger! We are currently considering your suggestion of enabling "hybrid" budget release model and looking for ways to make it happen. GC Guilherme C. Professor Education Management ### "A great shopping guide" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 January 21, 2023 Pros The opportunity to find the best price, with safety and quality, security from the beginning of the process to the end of the purchase. Cons It could have free versions or more affordable values, for periods. 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. AN Anonymous User CEO Marketing and Advertising ### "Very useful tool for collaboration" 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 8/10 August 26, 2021 Pros Considering the massive shift to the WFH model in today's economy, shopperations really helped keep things in check for myself and my team with a fantastic and intuitive UI and good functionality. The budget allocation was the best part for me as I didn't have to worry about going over budget since everything was contained in the software. Overall, it was great to use and I recommend it. Cons It seems it's built with a more CPG vendor consumer base over service vendors, but we still used it well 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. SG Sigrid G. Commerce Marketing Lead Marketing and Advertising ### "Shopperations Integration Capabilities are ideal for Shopper Marketing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2021 Pros My team and I have been using Shopperations for several years now. Its interface is easy to use for planning, and their team offers great customer service, but I especially enjoy the fact that our actuals (invoices, deductions, and coupon redemptions) integrate and automatically actualize all my tactical plans. Shopperations works well with our internal financial systems and processes and helps simplifies financial reporting for our entire team. Cons Ability to undo actions is an opportunity for improvement. 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. JC Janine C. Shopper Marketing Consultant Food & Beverages ### "Shopperations makes tracking and reporting accurate and easier" 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 9/10 February 10, 2021 Experience has been great. From the initial training to support and updates, the team at Shopperations has been great. The system saves a lot of time and energy. Prior to Shopperations, each user had their own way of tracking as well as multiple locations for information and tracking. It is now all in one place that multiple people can access. Pros Shopperations is very easy to use, it is user friendly. It is very forgiving when changes or updates need to be made. Working about multiple accounts, Shopperations makes it easy to share data and information in a format that all retailers can understand and use. The developers are open to suggestions and have worked closely with use to adapt the system to meet our needs. Don't know how we did it before Shopperations!! Cons Some of our internal systems do not "talk" to Shopperations. We are currently working on that and the developers are open and working hard with us to make the integration with our systems 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 June 12, 2025 Thank you for your review, Janine! Since then, we have published an API and worked with your IT and Data Science team to enable Shopperations data flow into your company's internal systems. Thank you for your suggestions! DE Dorothy E. Commerce Marketing mgr Food & Beverages ### "Great software for Shopper marketers!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 10, 2021 Pros Ability to use it to plan and use if for my daily budgeting! Cons A bit tough to use for all notes, status 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 12, 2025 Thank you for your review and suggestions, Dorothy! We have since simplified our notes feature making them easier to access and use. We have also added nuances to how we manage event and tactic statuses enabling users change status tactic by tactic rather than at the total event level, which reflects how commitments happen in real world. DD Darren D. Director - Consumer Promotions & Shopper Marketing Food & Beverages ### "Great experience with Shopperations for multiple years" 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 8/10 January 28, 2021 Pros Very user-friendly. Ability to customize. Easy to use. Good reporting structure. Cons Wasn't tied into our financial systems - not necessarily an issue with Shopperations however 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. CJ Christine J. Assoc. Shopper Marketing Manager Consumer Goods ### "Shopperations Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 13, 2021 Overall, Shopperations has an amazing support team. The tool is a great place for Shopper Marketing teams to begin to store data in one unison format. Pros The system was very intuitive, easy to use and update drop downs. Building reports was also very efficient in the system. It is a system made by Shopper Marketers for Shopper Marketers which helps to cater to a lot of our needs. Cons Cost allocation - this is tied to product breakouts. If there was a way to put a lump sum for a tactic and have spend tie to brands based on GSV or RSV KPIs - adding a tab within tactics or high level tab to house post program analytics (impressions, clicks, sales, etc.) 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. [View all Reviews](https://www.capterra.com/p/183242/Shopperations/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.