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Planful for Marketing

Reviews of Planful for Marketing

5.0 (9)
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Planful for Marketing Reviews

Showing all 9 reviews
Overall
5.0
Ease of Use
4.8
Customer Service
5.0

About 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. Learn more about Planful for Marketing

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Showing 9 of 9 reviews

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Aaron B. avatar
Aaron B.
Vice President of Marketing
Computer & Network Security, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
March 14, 2022

"Run Marketing Like a Well-Oiled Machine"

Overall: 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 and Microsoft Excel
Reasons for Choosing Planful for Marketing: Purpose-built software for marketing and data integrity
Megan B.
Senior Director, Demand Generation
Information Technology and Services, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 12, 2020

"Gone are the days of spreadsheets"

Overall: 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
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.
Elizabeth S.
Director of Marketing
Banking, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
March 21, 2022

"Plannuh for Marketing Budgets & Plans"

Overall: 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
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.
Mark F. avatar
Mark F.
CEO
Internet, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
May 10, 2022

"Critical app for marketing performance management"

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.
Nicole S.
Director of Marketing
Computer Software, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
May 31, 2022

"One of a kind"

Overall: 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.

Karen N.
Director of Marketing
Financial Services, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 30, 2022

"Great platform for marketers"

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.

Scott M. avatar
Scott M.
Managing Partner & Creative Principal
Marketing and Advertising, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
April 6, 2020

"Campaign Financial Management for Creatives is Possible!"

Overall: 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.
Nora O.
Event Planner
Marketing and Advertising, 501-1,000 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 17, 2022

"Worth IT!!!"

Overall: 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.

Ines R.
Product & Field Marketing Manager
Computer Software, 5,001-10,000 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 26, 2020

"Best Marketing Resource available"

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