# Shopperations Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Shopperations the right Marketing Planning solution for you? Explore 16 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/183242/Shopperations/reviews --- Shopperations 4.8 (16) [View alternatives](https://www.capterra.com/p/183242/Shopperations/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 March 13th, 2026 # Reviews of Shopperations Ease of use 4.8 Customer Service 5.0 ## Showing most helpful reviews Showing 1-16 of 16 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Customer Marketing, Associate Manager Consumer Goods Used the software for: 2+ years ### "Great planning and budgeting tool! " July 11, 2024 5.0 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 Response from Shopperations 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. CB Craig B. VP of Strategy Marketing and Advertising Used the software for: 2+ years ### "Embrace Shopperations Now!" June 12, 2025 5.0 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 CJ Christine J. Assoc. Shopper Marketing Manager Consumer Goods Used the software for: 1-2 years ### "Shopperations Review" January 13, 2021 4.0 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 GW Ginger W. Principal Consumer Goods Used the software for: 6-12 months ### "Shopperations - Customized Budget Management designed for optimal collaboration" March 31, 2023 5.0 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 Response from Shopperations 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. JC Janine C. Shopper Marketing Consultant Food & Beverages Used the software for: 2+ years ### "Shopperations makes tracking and reporting accurate and easier" February 10, 2021 5.0 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 Response from Shopperations 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! MP Matt P. Director of Shopper Marketing Consumer Goods Used the software for: 2+ years ### "Excellent tool for modern shopper marketers" February 18, 2019 4.0 Shopperations gives me a full 360 view of my shopper marketing programs and budgets in a one-stop-shop. It's been a game-changer for me and my team. Pros \-I don't have to track my programs and budgets on offline spreadsheets any more! -It's a single source of truth for all of my shopper marketing programs & data. -Top notch, responsive customer service. -Domain expertise. Shopperations founder spent years at major CPG firms in shopper marketing, so she knows what matters to shopper marketers. Cons \-The reporting engine gives me access to all my data quickly, but the user experience could be refined a bit more. Review Source CS Chantal S. Shopper Marketing Analyst Consumer Goods Used the software for: 6-12 months ### "Amazing project management and budget tracking tool!" February 19, 2019 5.0 Absolutely amazing! The Support team is extremely knowledgeable and it helps that they were in the Shopper marketing industry to understand the nuisances and day to day responsibilities to help tailor the software around our business needs. Pros \-Tracks multiple budgets for both shopper marketing and consumer promotions -Ease of use and everything is saved securely on the cloud, so you never have to worry about information loss -Reports are extremely easy to pull in a matter of minutes, which saves our team hours of administrative work -Is able to track spend phasing by period, quarter, etc -The tool can be tailored based on business Cons Nothing so far. This tool has provided much-needed organization, clarity, and transparency around our budgets. All of the information is in one place and it's extremely user-friendly, plus the Shop operations team is always more than willing to help with training or general inquiries. Review Source MS Mark S. Head of Shopper Marketing Consumer Goods Used the software for: 1-2 years ### "A Shopper Marketing Managers' Dream Come True" February 18, 2019 5.0 My experience was very positive. Like with any new systems a learning curve may take time. However, the more you are in it and using it for reporting and planning purposes is when the true benefits payoff. No more collecting individual spreadsheets and taking weeks to ensure accuracy. It’s a time savor. Now the team can focus their time and efforts on building strategy vs chasing administrative duties. It should be named the “SMART” tool because that’s what it does...makes you look smart. Pros 1) Accurate: real time reporting 2) Ease and speed of reporting and exporting in xls 3) Transparency of shopper budgets to let stake holders Cons 1) Initial learning curve of web based system Review Source SG Sigrid G. Commerce Marketing Lead Marketing and Advertising Used the software for: 2+ years ### "Shopperations Integration Capabilities are ideal for Shopper Marketing" May 12, 2021 5.0 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 VR Verified Reviewer CEO Marketing and Advertising Used the software for: Less than 6 months ### "Very useful tool for collaboration" August 26, 2021 5.0 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 DE Dorothy E. Commerce Marketing mgr Food & Beverages Used the software for: 2+ years ### "Great software for Shopper marketers!" February 10, 2021 5.0 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 Response from Shopperations 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. SB Stacie B. National Promotions Consumer Goods Used the software for: Less than 6 months ### "Wonderful for Complex Budgets" March 4, 2019 4.0 This tool was created based on real-life Shopper Marketing and Brand Team budgeting experience. The Shopperations team is patient and available for any and all questions and understands our needs. Pros The reporting feature provides us with an easy way to pull reports for Finance (or Finance to pull reports themselves). Where we would normally have to spend hours and several heads of manpower to pull specifics, Shopperations allows us to do this in minutes. Cons It does not link to SAP so true ups to Purchase Orders are manual. Review Source Response from Shopperations March 3, 2020 Thank you for your review! Shopperations is able to integrate with SAP, Trade Promotion Management software, Coupon Clearinghouse systems and other third-party applications. Please let your Shopperations Customer Success representative know that you are interested to initiate integration. BH Becca H. Associate Brand Manager Consumer Goods Used the software for: Less than 6 months ### "Shopperations Empowers Cross-Functional Teams" February 21, 2019 5.0 I needed to keep track of all the planning, execution and reporting for my programs and Shopperations allows me to do that all in one place. I have saved so much time building reports or referencing campaigns through Shopperations instead of digging through my email or server files. Pros My favorite part about this software is how it's allowed me to empower my sales team. Our shopper programs no longer have to live in my head and an outdated Excel spreadsheet. Shopperations allows my team to stay on the same page and work even more proactively. Cons There are a few features I'd like added, like tactic breakout within events on the calendar feature. Review Source Response from Shopperations December 14, 2020 Thank you for your review, Becca! Based on your and other users' input, we've added tactic-level detail breakdown to the Calendars page and made is possible to bring in tactic field to the Events page, too. RR Rene R. Customer Marketing Manager Food & Beverages Used the software for: 1-2 years ### "Simplified reporting and tracking for shopper marketers" February 22, 2019 5.0 Pros I love the ability to see where we are planning across the entire team in one place. Cons Sometimes spreadsheets are easier to update but the end result and unified tracking is the benefit of Shopperations. Review Source GC Guilherme C. Professor Education Management Used the software for: I used a free trial ### "A great shopping guide" January 21, 2023 5.0 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 DD Darren D. Director - Consumer Promotions & Shopper Marketing Food & Beverages Used the software for: 6-12 months ### "Great experience with Shopperations for multiple years" January 28, 2021 5.0 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 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.