# Planful for Marketing Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/191408/Planful-For-Marketing/pricing

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# 

 Planful for Marketing 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)

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 9 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 (9)

VS.

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

Starting Price

$6000

Other, Per Year

Starting Price

$1200

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (9)

Ease Of Use

3.8 (61)

Value For Money

5.0 (9)

Value For Money

4.0 (38)

Customer Service

5.0 (9)

Customer Service

4.4 (52)

## Planful for Marketing alternatives

Highest Rated

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

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (13,544)](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

[4.4 (2,883)](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 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

## Features

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

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 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 69 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

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Manage assets throughout their lifecycle to optimize profit

Assign issues and tasks based on availability or required skills

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

A financial statement that lists a company's accounts and details the account type and balance

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

Leave comments and notes on documents for others to view

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Alter the layout and content of reports

Creation and customization of dashboards

Import and export data to and from software applications

Graphical representation of data

Specify or track the date/time a project, task, etc., is due for completion

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

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

Plan, pay and track business related expenses.

Create, save, and store files

Form predictions based on past and present data/trends

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

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

See past and upcoming campaigns and communications in a calendar view

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

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Predict future data based on historical data sets

Share and present designs

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Reporting on how each user, task or process has advanced since its initiation

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

Estimate or forecast of a future scenario based on the study of present trends

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Upload, track, and submit receipts in a central database

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

View and track pertinent metrics to find patterns and gain insights from data

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

Develop potential scenarios to identify risks and opportunities

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to create their own reports and financial statements

Allow users to access multiple services after entering their login credentials once

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

Track the status over time for a request, process, asset, or transaction

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

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

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

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

A digital list of items that need to be completed

Track revisions and updates made to files and navigate between different versions

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

4.8 (9)

4.8

Based on 9 reviews

## Pricing

Value for money

5.0 (9)

Free Trial

Basic

$6,000

Other,Per Year

Value for money

5.0 (9)

5.0

Based on 9 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 (9)

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 (9)

5.0

Based on 9 reviews

## User reviews

Overall rating

5.0

Based on 9 reviews

Filter by rating

5(9)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

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

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.

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

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.

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/)

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