I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

I like the functionality of the program and ease of use.

It makes month end easier. Great customer service team always there when help is needed.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

It can be difficult to set up a report template. Once set it is good and there are no worries.

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

I dont like that to complete certificaiton, all users have to attend real life class.

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Good planning tool that integrates well with excel.

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

I was never able to go live. Never got any value out of it and they made me pay for 2 years.

It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements.

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

OVerall is a great tool for the ease of standardizing and managing  our reports.

The worst part about the Pipe Drive platform is that you cannot customize the platform as much as you could with an enterprise level platform.

Very good CRM tool that helps visually track and display the growth of leads and opportunities in a company.

It's like Trello for my sales pipeline. Fun to use and has made me better at followup and a better salesperson overall since I started using it.

Pipedrive's many effective and useful functions make it one of the best sales tools for storing contacts and service prices and tracking sales progress.

Pipedrive's free plan is great, you can get a good idea of whether the product is for you without actually spending a penny.

Customer service is super responsive and helped solve a couple issues when i was first learning the system.

Great experience love the mobile and the desktop portions. Super quick server responses.

I would have stuck with this software if it had not merged my calendars and copied things from previous years causing me a lot of stress, headache, and confusion with my day to day tasks.

The interface is very easy to use, the automation in Pipedrive is very helpful, and the many integrations are also very helpful.

Pipedrive has an amazing search engine that will use any text on a deal, company, or person profile. I also love the ability to keep all aspects of information on a client in one spot.

Overall, I loved using and learning to use Pipedrive. I will be teaching how to use it shortly and I'm happy it will be something to everyone's benefit and easy to understand.

Terrible product, lacked basic CRM functionality and migrating to get off of it was a pain.

We love how simple and effective it is, it helps you with reminder and to get super organized.

If the tool exists, there’s a good chance you can connect to it with Pipedrive. It’s obvious that they have made integrations a priority and this adds a lot of value to the platform.

Pipedrive has organized our lead gen efforts and given us a CRM we can really count on. Solid tool and solid support with a great interface.

The user interface is well designed and I like the drag/drop functionality. This was important as the primary users are our sales team, who need something fast and easy to use.

What I like the most about using Pipedrive is that it really helps me stay focused on the most important things. It has really helped me to keep my tasks organized and not leave things incomplete.

The integration with many productivity tools has a positive impact over the effectiveness in.

There is no key information once Pipedrive is down of who you can contact for support. I don't like the Lead section it really just sits there quite useless to us.

Support readily available. Very good bargain for your money.

I love this CRM, it is hands down one of the greatest for customer support I have ever experienced.

Bit costly and being a beginner it was bit difficult for creating filters and objects. Enabling few functionalities for certain teams are missing.

I really appreciate this platform and found it incredibly useful for the growth stage of my 8 person, international marketing Saas startup.

This is an affordable software that does a great job considering the low cost.

Pipedrive is incredibly easy to start using & very user friendly. It's easy to set up, has a good marketplace for integrations & scalable.

Everyone was stepping on each other's toes and had no idea who was called and what was discussed. Some inquiries were never replied to (just lost).

Pipedrive strikes the right balance between features, ease-of-use and cost. I am happy to say that their technical support is (by far!) the best I have seen from any CRM.

It's user friendly and fun for managing leads in a way that feels easy to use.

Again, it is super easy to use. On day one you sign in and completely understand the functionality.

Pipedrive is a very powerful and good software with simple and very advanced solutions.

I have absolutely loved using Pipedrive. It's easy to use, has a great interface while still having all the features I could possibly need.

US Dollar

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. 

LongDescription

Forecasting

Idea Management

Customizable Reports

Visual Discovery

General Ledger

OLAP

Financial Analysis

Ad hoc Reporting

Scenario Planning

Strategic Planning

Cash Flow Management

Relational Display

Scheduled/Automated Reports

Data Import/Export

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Sales Reports

Marketing Reports

Performance Metrics

Scorecards

Multi-Department/Project

Data Connectors

Multi-Company

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Predictive Analytics

Data Visualization

Modeling & Simulation

Cash Management

Budget Control

Dashboard

Expense Tracking

Real-Time Reporting

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Reporting/Analytics

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Financial Reporting

Profit/Loss Statement

Search/Filter

Financial Consolidation & Close Management

Journal Entry Processing

Real-Time Analytics

Performance Management

Financial Management

Single Sign On

Projections

Collaboration Tools

Accounting

Multiple Projects

Planning Tools

Dashboard Creation

Real-Time Data

Data Integration

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Multiple Data Sources

Accounting Integration

Monitoring

Summary Reports

Project Planning

Task Management

Data Management

Pricing information is available by contacting Planful.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Planful

In Person

Live Online

Webinars

Documentation

Videos

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps.


Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.


Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.



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