--- title: "Planful for Marketing Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planful for Marketing Software - reviews, pricing plans, popular comparisons to other Marketing Planning products and more." source_url: "https://www.capterra.com/p/191408/Planful-For-Marketing/" page_type: "product" language: "en" --- # Planful for Marketing Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 18, 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) Planful for Marketing ## What is Planful for Marketing? Marketers looking to prove and improve the business value of their marketing use Planful for Marketing to quickly and easily create winning plans, maximize budget impact, and measure the true performance. Unlike disconnected, static spreadsheets and disparate tactical marketing systems, only Planful for Marketing offers a unified, collaborative platform that delivers AI-driven process automation for achieving agility, efficiency, and industry-leading marketing performance. ## What is Planful for Marketing used for? [Marketing Planning](https://www.capterra.com/marketing-planning-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[MRM](https://www.capterra.com/mrm-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $6000 Other, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planful for Marketing?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://planful.com/&name=Planful for Marketing) ## 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. ### Planful for Marketing 5.0 (10) VS. [4.5 (6,251)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting Price $6000 Other, Per Year Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (10) Ease Of Use 4.3 (2,128) Value For Money 4.9 (10) Value For Money 4.2 (2,024) Customer Service 5.0 (10) Customer Service 4.4 (2,072) ## Planful for Marketing alternatives [4.4 (3,036)](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 Highest Rated [Systeme.io](https://www.capterra.com/p/198994/Systeme/) [4.8 (2,128)](https://www.capterra.com/p/198994/Systeme/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Brevo](https://www.capterra.com/p/132996/brevo/) [4.6 (3,512)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [MailerLite](https://www.capterra.com/p/136603/MailerLite/) [4.7 (2,322)](https://www.capterra.com/p/136603/MailerLite/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/191408/Planful-For-Marketing/alternatives/) ## FAQs about Planful for Marketing Overview ### Which roles and teams benefit most from Planful for Marketing? Planful for Marketing is most used by marketing leaders, demand generation teams, marketing operations specialists, and event or field marketers who need tighter budget control and planning visibility. Executives use it to track spend against goals, while managers coordinate campaigns, forecasts, approvals, and performance across digital, product, and channel initiatives. Answer based on 10 reviews Overview ### What company size and specific industries is Planful for Marketing built for? Planful for Marketing is designed for marketers at companies of any size who need a better way to manage marketing plans and budgets. No specific industry is named, so it appears suited to marketing teams across sectors that want help organizing planning and budget management. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Planful for Marketing? Planful for Marketing includes campaign planning and campaign management, plus marketing calendar and project management tools for scheduling tasks and deadlines. It also offers budgeting and forecasting, expense management, ROI tracking, and real-time reporting. Additional features include collaboration tools, role-based permissions, content management, and third-party integrations. Integrations ### Which third-party tools and platforms does Planful for Marketing integrate with? Planful for Marketing integrates with Salesforce Sales Cloud, Google Ads, and Salesforce Foundation. These integrations cover CRM and advertising workflows, giving marketing teams connections to sales data and campaign performance tools in one platform. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Planful for Marketing offer? Planful for Marketing provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars offer scheduled group learning, documentation serves as written reference material, and videos support self-paced review. Getting Started and Support ### What customer support options does Planful for Marketing offer? Planful for Marketing provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback on support is available in the catalog data, so support quality, response times, and user experiences cannot be assessed from the provided information. ## Features AI summary Based on 566 Marketing Planning reviews Capterra reviewers highlight these as the features buyers care about most when choosing marketing planning software: - **Workflow Management** (**74%** of reviewers rated this feature as critical) - **Commenting/Notes** (**73%**) - **Task Management** (**72%**) Planful for Marketing includes **Commenting/Notes** and **Task Management**, so teams can capture feedback in context and keep work moving across campaigns and deliverables. However, it does not offer **Workflow Management**. Instead, it provides other highly rated capabilities, including **Project Planning** (**67%**), **Task Scheduling** (**65%**), and **Calendar Management** (**74%**). These features help marketing teams organize timelines, coordinate deadlines, and maintain visibility into upcoming work, allowing teams to manage planning activities with more consistency and control. Chart of Accounts 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important A financial statement that lists a company's accounts and details the account type and balance Collaboration Tools 5.0 (3) 0.00% 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 Forecasting 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Income & Balance Sheet 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Marketing Calendar 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important See past and upcoming campaigns and communications in a calendar view Profit/Loss Statement 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Planful for Marketing 71 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 - 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 - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Assignment Management: Assign issues and tasks based on availability or required skills - 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 - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - 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 - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - 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 - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Management: Plan, pay and track business related expenses. - File Management: Create, save, and store files - Forecasting: Form predictions based on past and present data/trends - 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 - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Predictive Analytics: Predict future data based on historical data sets - Presentation Tools: Share and present designs - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - 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 Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - 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 - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self-Service Reporting: Allow users to create their own reports and financial statements - Single Sign On: Allow users to access multiple services after entering their login credentials once - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.7 (10) 4.7 Based on 10 reviews ## Pricing Value for money 4.9 (10) Free Trial Basic $6,000 Other,Per Year Value for money 4.9 (10) 4.9 Based on 10 reviews ## Integrations [ Google Ads](https://www.capterra.com/p/213339/Google-Ads/) 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 (10) 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 (10) 5.0 Based on 10 reviews ## User reviews Overall rating 5.0 Based on 10 reviews Filter by rating 5(10) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JM Jesse M. Marketing Operations Specialist Insurance ### "Good Reporting, Interface Needs Polishing" 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 10/10 April 11, 2026 Pros I really like how Planful consolidates our marketing data from various channels into one place. It makes reporting so much easier and quicker, allowing us to actually see what's working without spending hours pulling spreadsheets. The visualisations are pretty clear too. Cons The user interface can feel a bit clunky sometimes, especially when navigating between different modules or setting up custom reports. It took a bit to figure out, and I occasionally wish it were more intuitive, though it's not a huge deal. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KN Karen N. Director of Marketing Financial Services ### "Great platform for marketers" 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 November 30, 2022 Pros Easy to use and has created efficiency within our team. Goodbye, manual labour & spreadsheets! Competent Plannuh client success team who is responsive and proactive, it's obvious marketers created this tool for marketers. Accessible Plannuh c-suite, open to connecting and discussing specific campaigns/issues you're facing. Cons Really no complaints. The only thing I'd like to explore further is that in our wealth management business, our metrics are quite specific. i.e. client retention %, aum size, etc. The platform seems more focused on lead generation vs client retention, so i haven't fully explored how to measure the latter (which is our core focus) in plannuh. 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. NO Nora O. Event Planner Marketing and Advertising ### "Worth IT!!!" 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 17, 2022 I cannot say enough good things about Plannuh and my experience with the team. The customer service is incredible and if the software itself wasn't good, I would continue using Plannuh solely because of the Plannuh team that I got to work with. Thankfully, I not only really like the software, but I also really like my Plannuh team! Pros I really liked how you could store everything in your account and how once you have everything in there, you could see if the event you attended was a good idea or not from a cost/roi perspective. Cons The software/website is a bit slow for me, but it's the only small issue that I have and can certainly overlook it compared to all the pros you get when using this software. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. NS Nicole S. Director of Marketing Computer Software ### "One of a kind" 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 May 31, 2022 Managing our marketing budget and measuring our ROI is much easier thanks to Plannuh. Pros I really like the fact that Plannuh is a tool designed for busy marketers like me. The ease of use that comes along with Plannuh makes it easy to bring the tool in-house quickly. Not to mention their great onboarding process. \[SENSITIVE CONTENT\] has been of great assistance to us in helping to get us up and running and increasing our confidence in the tool. Cons It meets all of our current needs. Nothing that we dislike. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MF Mark F. CEO Computer Software ### "Critical app for marketing performance management" 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 May 10, 2022 Pros I like working with Plannuh's super helpful team. They spend time upfront getting to know us and making sure that we are successfully onboarded and getting value. I especially love how the product takes away the headaches associated with tracking what we've spent or committed to for the rest of the year versus our budget. Plannuh also provides a wealth of online resources for CMOs and marketing leaders. Cons There is nothing I dislike about the software. It's an easy platform to use and the team is incredibly easy to work with. Reasons for choosing Planful for Marketing Plannuh helps me manage our marketing budget and ensures that we're investing in the highest impact marketing channels. Their product is far better than any of the other solutions I have seen. 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. ES Elizabeth S. Director of Marketing and Digital Channels Banking ### "Plannuh for Marketing Budgets & Plans" 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 March 21, 2022 Marketing plans, marketing budget, expense allocation, expense tracking, and budget reporting have all been solved with this software. Additionally, they provide several webinars, books, workshops, and tools to assist you with building out your plan and budget to present annually. This has helped with shaping our marketing plan, goals, and budget to align better with our business strategy, goals, and plan. Pros Plannuh makes it extremely easy for tracking expenses and assigning those expenses to a direct campaign, project, or operational bucket. Leave behind your excel sheets, they are no longer needed to track your budget. This has saved me so much time and made the ability to pull expenses that directly impact a marketing strategy simple. There are several beneficial features and they have been continuing to evaluate the product to make enhancements. They didn't just set it up and leave it to become outdated. Cons There have been minimal "bugs" like attaching an invoice to an expense the invoice would disappear even though it would say it saved. They look at what you report and actually fix it or provide a best practice so it doesn't continue to happen. Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reasons for choosing Planful for Marketing Ease of use and enhanced features that make it easy to track expenses. Additionally, the information and advice they are willing to provide. 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. Aaron B. Vice President of Marketing Computer & Network Security ### "Run Marketing Like a Well-Oiled Machine" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 14, 2022 Plannuh has been incredibly flexible and I've been able to manage the marketing function no matter what the business and market throws our way. I have absolute confidence in where our spend is on any given day and have the ability to quickly pivot money to a new initiative without wondering the impact to other campaigns or the budget. Next, I'm able to keep the marketing function focuses on OKRs that align to the corporate goals and keep that scoreboard front-and-center. Pros The Customer Success Team at Plannuh is amazing. They get Marketing and advise you on the best configuration for YOU. The software is incredibly flexible to adapt to any marketing org. Cons With great power, comes great... complexity. Finding a consistent way to organize ALL of your Campaigns and aligning them to Goals with the same level of granularity is tough. As such, the learning curve on how to create a plan from the start is difficult but critical. But that's where the CSM team comes in to help you crawl, walk, and then run. Alternatives considered [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reasons for choosing Planful for Marketing Purpose-built software for marketing and data integrity 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. MB Megan B. Senior Director, Demand Generation Information Technology and Services ### "Gone are the days of spreadsheets" 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 10/10 August 12, 2020 Budget reconciliation is never easy (or fun). This makes it so much easier and less time consuming. I save so much time each month because of the visibility I have with Plannuh. Pros So easy to setup, move budget around, see what we've spent so far for the year and what we have leftover. Access to real-time spend consistently and accurately. Not needing to worry about wrong or messed up excel/google sheet formulas (and, version control!) has been huge. The team at Plannuh has been a huge help and really quick to respond when I have questions or need help. Cons Since it's a new technology/company, there are times where it can act buggy. Also no integrations (yet!) but they're coming. Integrations will be key for us. Alternatives considered [Allocadia](https://www.capterra.com/p/121159/Allocadia/) Reasons for choosing Planful for Marketing They wouldn't sell to us because we are too small...however they're the ones that recommended Plannuh to us. 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. IR Ines R. Product & Field Marketing Manager Computer Software ### "Best Marketing Resource available" 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 26, 2020 Pros It's easy to use, integrates with other software and helps me save many hours a year! Cons It did the job expected to be honest and I am looking forward to exploring it further 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. Scott M. Managing Partner & Creative Principal Marketing and Advertising ### "Campaign Financial Management for Creatives is Possible!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 6, 2020 This has been a game changer! We can visualize budgets accurately, build to goals, and then track to goals. We have implemented this tool at the beginning of client relationships, use it in yearly budget planning, and check back with clients on a minimum of a monthly basis. This tool will become a required part of your workflow. Promise. Pros Plannuh made the terrible process of allocating marketing budgets visual, which is a game changer for creatives working with account people. At last, EVERYONE understands, including the clients! Cons Plannuh is early in its development cycle, so little things can be quirky, such as user management. HOWEVER, tech support is top notch, personal, and CRAZY-QUICK. So they get on it fast! Reasons for choosing Planful for Marketing THIS IS SO MUCH EASIER. And trackable. And easy. 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/191408/Planful-For-Marketing/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.