# Shopperations Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Shopperations Software - reviews, pricing plans, popular comparisons to other Marketing Planning products and more.

Source: https://www.capterra.com/p/183242/Shopperations

---

# 

 Shopperations Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 16 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## 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.

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting Price

Contact vendor

Starting Price

$10.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (16)

Ease Of Use

4.4 (12,144)

Value For Money

4.4 (12)

Value For Money

4.4 (8,718)

Customer Service

5.0 (15)

Customer Service

4.3 (7,817)

## Shopperations alternatives

[4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Highest Rated

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[4.6 (2,222)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

[4.2 (61)](https://www.capterra.com/p/153624/MARMIND/reviews/)

Starting price

$1200.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/183242/Shopperations/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 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 31 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Create budgets based on historical data and future projections

Track and manage schedules and meetings via an integrated calendar

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Plan and strategize marketing campaigns

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and store files

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Establish measurable goals and objectives and track their progress over a specific period of time

See past and upcoming campaigns and communications in a calendar view

Identify advertising and promotional sources to be used in marketing efforts

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Pre-designed project plans that can be customized

Monitor the progress of projects from start to finish

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track the amount of money spent on a certain product or with a certain supplier

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Set up connections to third-party platforms to improve business processes

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Features

4.4 (16)

4.4

Based on 16 reviews

## Pricing

Value for money

4.4 (12)

### Starting price

Contact vendor  
for pricing

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.

AU

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.

AU

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/)

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