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Planr Reviews

User Rating

4.5/5 (Based on 13 Ratings)

Rating Distribution

  • Excellent

    61.5%
  • Very Good

    30.8%
  • Average

    7.7%
  • Poor

    0%
  • Terrible

    0%

Do You Use Planr?

Write a Review
Reviews
AS

Aman S

April 30, 2025 Source: G2.com
Planr honest review
What do you like best about Planr?
Planr gives the moment admittance to a fair-minded, smart perspective on anticipated income against future focuses, with 96% precision.
What do you dislike about Planr?
Recommendations to others considering Planr?
Planr is used by CEO's ,investors ,and leadership teams.
What problems is Planr solving and how is that benefiting you?
Read more
RS

Renly S

March 12, 2024 Source: G2.com
My Experience With Planr - Very Resourceful and Well Equipped
What do you like best about Planr?
It comes with great AI features and makes predictive sales and revenue easy
What do you dislike about Planr?
The software is easy to manage and is very unbiased
Recommendations to others considering Planr?
The software comes with metrics analytics capabilities
What problems is Planr solving and how is that benefiting you?
Integration is effortless and the customer supports handles well.
Read more
ns

nikita s

January 4, 2024 Source: G2.com
One of the very good equity Portfolio Management Software present in current market
What do you like best about Planr?
Ease of use, easily to understand and manage. equity is simple terms.
What do you dislike about Planr?
the ui can b eimproved. performance can be improved.
What problems is Planr solving and how is that benefiting you?
We have to take care of multiple portfolios and we have just started using planr, the trial version and it seems useful. Ease of use and integration.
Read more
VS

Verified User in Computer Software

December 28, 2023 Source: G2.com
Saas spends Plant review
What do you like best about Planr?
.Ease of connecting to internal CRM and finance applications
What do you dislike about Planr?
Integration failures after prolonged usage
What problems is Planr solving and how is that benefiting you?
Helping manage the
Read more
SK

Sanjay K

November 13, 2023 Source: G2.com
The AI predictions works like a charm Best companion for your companies growth
What do you like best about Planr?
The best thing i loved about Planr is its ability to integrate with so many other applications. Its very easy to use and has so many important and useful features
What do you dislike about Planr?
Everything is great about the application - Planr, the only thing i am worried about that all their plans only allows two integrations, luckily I have not faced any issue yet
What problems is Planr solving and how is that benefiting you?
The ease of integrating it with other applications has saved so much effort of extrating the data and importing in some other tool to analyze it.
Read more
SA

Syed A

November 3, 2023 Source: G2.com
Review for Planr
What do you like best about Planr?
.Planr is one of best fast, accurate and reliable source for the business insights and it's the easiest way to make data driven decision
What do you dislike about Planr?
I don't have any cons on Planr because it has good customer support
What problems is Planr solving and how is that benefiting you?
It is best for data consolidation and real time insights
Read more
VB

Verified User in Biotechnology

October 31, 2023 Source: G2.com
By far the easiest way to make data driven decisions.
What do you like best about Planr?
This platform is best cause of it's ease of use with getting consolidated data across the whole portfolio of the compan. The ease of implementation and making a streamline data driven decision, thanks to it's number of features that makes the integration easy. The customer support is always available and all of that makes the frequency of usage more frequent.
What do you dislike about Planr?
Planr is by far good. Customer support is always available if anything needed.
What problems is Planr solving and how is that benefiting you?
It gives a future financial view of the business with all the data extracted and analysed whichmakes all the decision making easy and more thorough. The frequent, crisp and fast insights helps in making important decisions for the business.
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VR

Verified User in Staffing and Recruiting

October 25, 2023 Source: G2.com
Planr is very efficient in terms of planning the analytics.
What do you like best about Planr?
The user friendly interface is something that we like the most.
What do you dislike about Planr?
Nothing as such, it is very smooth as of now.
What problems is Planr solving and how is that benefiting you?
It is resolving the issue of analytics and help us to do things efficiently and in a very timely manner.
Read more
RR

Ranjeet Singh R

December 30, 2023 Source: G2.com
Best to plan investments
What do you like best about Planr?
We can create different types of charts based upon our data.
What do you dislike about Planr?
Little slow while using a large database
What problems is Planr solving and how is that benefiting you?
To compare different portfolio of organizations
Read more
AD

Ashish D

December 29, 2023 Source: G2.com
Data Lakes (Snowflake) Best Tool for Business Analytics and Insights
What do you like best about Planr?
The best part of this tool is its usability and modern user interface. Also, how it presents the view of our portfolio's financial performance. In addition, I like the forecasted P&L statement and how easy it is to integrate with various systems such as Workday and Salesforce. Their customer support is awesome.
What do you dislike about Planr?
Well, most of things are based on predictions. An investor needs 100% surety of their investments so that portfolios can be designed accordingly. Focus on more accuracy is required.
Recommendations to others considering Planr?
It's real time data insights. It helps us to make decision with conviction and more confidence.
What problems is Planr solving and how is that benefiting you?
Seamless integration with
Read more

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