Planium Pro

Planium Pro

Levant Software Technology
Up by CTS

Up by CTS

Concept To Success
+
+

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About

Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.

About

Up by CTS is a business intelligence tool. It helps with tracking expenses and revenue, making strategic decisions & analyzing results. First and foremost, it is important for us to know you well. And for you, to know your customers well. The company is often deceived by its own expertise and it does not naturally analyze a situation as its clients do. To remedy this, we have developed a 360 ° discovery approach that includes the field dimension of your structure. Creating the business strategy is the basic step. Indeed, it is this which lays the foundations on which the following actions will be based. It is the difference of the strategy conceived that will allow your project to stand out and therefore to develop! We operate in 4 areas of strategic activity: Commercial performance - Marketing - Conceptualization of projects - Loyalty. You train at Concept To Success is to ensure the best quality for your training.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accountants, business advisors, SMEs and startups

Audience

Sales performance monitoring platform for businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month

60-day risk free money-back guarantee

https://www.planiumpro.com/pricing-professional/
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Ease of use, and comes with all features I need to output a business plan. The software is cloud-based, so i can login and use with any of my device. After sale Customer service is also very helpful.

Cons

  • Its good if could provide more template themes to let customer choose.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Levant Software Technology
Founded: 2017
Australia
www.planiumpro.com

Company Information

Concept To Success
Founded: 2020
France
www.ctsconseil.fr

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Categories

Business Plan Supported
Dashboard Supported
Reporting Supported

Categories

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Not Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Not Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Business Plan Features

Business Plan Templates Supported
Collaboration Supported
Dashboard Supported
Financial Projections Supported
Financial Templates Supported
Fundraising Management Not Supported
Investor Management Not Supported
Pitch Presentation Supported
Social Sharing Not Supported
Step-by-Step Wizard Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Not Supported
Functions / Calculations Supported
Interactive Not Supported
KPIs Not Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Not Supported
Scorecards Not Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Not Supported

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Not Supported
Collaboration Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Not Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Not Supported
Strategic Planning Supported
Trend / Problem Indicators Not Supported
Visual Analytics Supported

Decision Support Features

Application Development Not Supported
Budgeting & Forecasting Supported
Data Analysis Supported
Decision Tree Analysis Not Supported
Monte Carlo Simulation Not Supported
Performance Metrics Supported
Rules-Based Workflow Not Supported
Sensitivity Analysis Not Supported
Thematic Mapping Not Supported
Version Control Not Supported

Predictive Analytics Features

AI / Machine Learning Not Supported
Benchmarking Not Supported
Data Blending Supported
Data Mining Supported
Demand Forecasting Not Supported
For Education Not Supported
For Healthcare Not Supported
Modeling & Simulation Not Supported
Sentiment Analysis Not Supported

Integrations

MYOB Supported
MYOB AccountRight Supported
QuickBooks Online Supported
Xero Supported

Integrations

MYOB Not Supported
MYOB AccountRight Not Supported
QuickBooks Online Not Supported
Xero Not Supported
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