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Description

Premium Strategic Business Planning Software for professionals and individuals. Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff. You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.

Description

Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Xero
Averi
Chargebee
Google
Google Sheets
Google Slides
HubSpot CRM
HubSpot Customer Platform
MYOB
MYOB AccountRight
Maxio
Microsoft Excel
Microsoft PowerPoint
NetSuite
Recurly
Sage Intacct
Salesforce
Stripe

Integrations

QuickBooks Online
Xero
Averi
Chargebee
Google
Google Sheets
Google Slides
HubSpot CRM
HubSpot Customer Platform
MYOB
MYOB AccountRight
Maxio
Microsoft Excel
Microsoft PowerPoint
NetSuite
Recurly
Sage Intacct
Salesforce
Stripe

Pricing Details

$ 10 per user per month
Free Trial
Free Version

Pricing Details

$5,000 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Levant Software Technology

Founded

2017

Country

Australia

Website

www.planiumpro.com

Vendor Details

Company Name

SaaSGrid

Website

www.saasgrid.com

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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