# Planful for Marketing Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Planful for Marketing the right Marketing Planning solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/191408/Planful-For-Marketing/reviews --- Planful for Marketing 5 (10) [View alternatives](https://www.capterra.com/p/191408/Planful-For-Marketing/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated May 15th, 2026 # Reviews of Planful for Marketing Ease of use 4.8 Customer Service 5.0 ## Showing most helpful reviews Showing 1-10 of 10 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aaron B. Vice President of Marketing Computer & Network Security Used the software for: 1-2 years ### "Run Marketing Like a Well-Oiled Machine" March 14, 2022 5.0 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/) Reason for choosing Planful for Marketing Purpose-built software for marketing and data integrity Review Source MB Megan B. Senior Director, Demand Generation Information Technology and Services Used the software for: 1-2 years ### "Gone are the days of spreadsheets" August 12, 2020 5.0 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/) Reason 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 JM Jesse M. Marketing Operations Specialist Insurance Used the software for: Less than 6 months ### "Good Reporting, Interface Needs Polishing" April 11, 2026 5.0 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 ES Elizabeth S. Director of Marketing and Digital Channels Banking Used the software for: 1-2 years ### "Plannuh for Marketing Budgets & Plans" March 21, 2022 5.0 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/) Reason 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 MF Mark F. CEO Computer Software Used the software for: 1-2 years ### "Critical app for marketing performance management" May 10, 2022 5.0 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. Reason 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 NS Nicole S. Director of Marketing Computer Software Used the software for: 6-12 months ### "One of a kind" May 31, 2022 5.0 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 Scott M. Managing Partner & Creative Principal Marketing and Advertising Used the software for: 1-2 years ### "Campaign Financial Management for Creatives is Possible!" April 6, 2020 5.0 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! Reason for choosing Planful for Marketing THIS IS SO MUCH EASIER. And trackable. And easy. Review Source KN Karen N. Director of Marketing Financial Services Used the software for: 6-12 months ### "Great platform for marketers" November 30, 2022 5.0 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 NO Nora O. Event Planner Marketing and Advertising Used the software for: 6-12 months ### "Worth IT!!!" June 17, 2022 5.0 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 IR Ines R. Product & Field Marketing Manager Computer Software Used the software for: Less than 6 months ### "Best Marketing Resource available" June 26, 2020 5.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.