Place Pros and Cons

The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce. Makes for a powerful analysis engine, helping you run your business and make timely, smart decisions. Review collected by and hosted on G2.com.

Not much! As an automator, I want to eliminate all data entry. Would like to be able to add Zapier to push data to Place. Review collected by and hosted on G2.com.

The ability to link Quickbooks to Salesforce to give an overarching view of projected costs and revenue is really helpful. We can review our forecasts based on the deals in our opportunity pipeline or based on quota we've assigned to our sales reps. I thought the concept was really cool as it merges historical data with projections to give a holistic view of the financial health of the company. Review collected by and hosted on G2.com.

The customer success team is very helpful in setting everything up and did a great job with our account. I thought they could have more self serve features, but I'm sure they are working on this. Review collected by and hosted on G2.com.

PlaceCPM really helps us plan on our future. We are a professional services company, so it's ability to handle revenue and cash forecasting for project based revenue streams is incredible. We now easily forecast our cash flow basically in real time.

We also have really enjoyed working with the Place team. They go the extra mile and have focused on making sure we were leveraging the product. Review collected by and hosted on G2.com.

We have not really had any issues with the product. Review collected by and hosted on G2.com.

I'm excited to have a streamlined tool that forecasts both P&L and cash flow. This solution replaces my clunky Excel sheets and eliminates errors when trying to adjust individual expenditures. The tool even forecasts my revenue directly from our sales database. It doesn't get better than this! Review collected by and hosted on G2.com.

As with any software, there is a learning curve associated with adopting new technology. Fortunately, the system takes hardly any time at all to get used to. Review collected by and hosted on G2.com.

I really like that Place CPM links to both of our Salesforce and Quickbook instances to transfer data seamlessly and easily into one area where I can see a real-time forecast of our business. Review collected by and hosted on G2.com.

It would be helpful to have a cheat sheet or some documentation that centralizes the workflows that you as a business owner need to be responsible for. Review collected by and hosted on G2.com.

The dashboard is straightforward to understand and navigate. Appreciate the ability to view forecasting by client, by staff member, etc. Review collected by and hosted on G2.com.

The setup is cumbersome and time-consuming Review collected by and hosted on G2.com.

Having a tool like Place CPM has made our financial forecasting and decision-making process a whole lot easier. Reports and dashboards can be pulled up a granular level and across entities and that's an important part of how we make quick decisions. The setup and implementation worked like a charm with timely support from the Place team. Review collected by and hosted on G2.com.

We've not hit any challenges during our usage. The Place team has always been available right from the setup phase, so we are not too worried about it. Review collected by and hosted on G2.com.

The PlaceCPM team is second to none. Very thorough understanding of their product and the needs of the modern-day CFO/controller. The tool itself provides excellent visibility into both P&L and cash forecasting. Very thoughtfully designed with an excellent implementation process. Review collected by and hosted on G2.com.

As with all tools that offer this much, the set-up process takes some patience. But the PlaceCPM team is fantastic and goes out of their way to ensure a smooth and seamless onboarding. Review collected by and hosted on G2.com.

PlaceCPM allows us to quickly re-adjust our forecasts in a timely fashion and has been a game-changer for our business. Using the cash variance analysis has been a wonderful addition to our forecasting flow. Review collected by and hosted on G2.com.

Transaction-level budgeting can seem repetitive and takes some adjustment, but the Place team is always available to share best practices and optimize our use of the platform. Review collected by and hosted on G2.com.

Great team members. Very friendly and helpful. Right from demo they ensure we are at pace with them. PlaceCPM is very flexible and adaptable. As an executive it is very crucial to understand the finances of our organization and they have made it vey easy and transparent. Review collected by and hosted on G2.com.

We are a happy customer. The product really suits our requirements. Review collected by and hosted on G2.com.