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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Nimble

    Score7.5 out of 10
    N/ANimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

    $15

    per month

    Planful

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
    Pricing
    NimblePlanful
    Editions & Modules
    Business
    $19.00
    Per User Per Month
    No answers on this topic
    Offerings
    Pricing Offerings
    NimblePlanful
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Pricing is highly dependent on the complexity and scope of the implementation.
    More Pricing Information
    Features
    NimblePlanful
    Sales Force Automation
    Comparison of Sales Force Automation features of Nimble and Planful
    Feature
    Nimble
    8.5
    30 Ratings
    8% above category average
    Planful
    -
    Ratings
    Customer data management / contact management9.529 Ratings00 Ratings
    Workflow management8.428 Ratings00 Ratings
    Territory management8.724 Ratings00 Ratings
    Opportunity management8.128 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.429 Ratings00 Ratings
    Contract management8.523 Ratings00 Ratings
    Quote & order management6.621 Ratings00 Ratings
    Interaction tracking9.227 Ratings00 Ratings
    Channel / partner relationship management8.126 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Nimble and Planful
    Feature
    Nimble
    8.1
    22 Ratings
    5% above category average
    Planful
    -
    Ratings
    Case management7.922 Ratings00 Ratings
    Call center management8.220 Ratings00 Ratings
    Help desk management8.321 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Nimble and Planful
    Feature
    Nimble
    8.7
    27 Ratings
    12% above category average
    Planful
    -
    Ratings
    Lead management8.426 Ratings00 Ratings
    Email marketing9.026 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nimble and Planful
    Feature
    Nimble
    8.2
    29 Ratings
    6% above category average
    Planful
    -
    Ratings
    Task management8.529 Ratings00 Ratings
    Billing and invoicing management8.418 Ratings00 Ratings
    Reporting7.725 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Nimble and Planful
    Feature
    Nimble
    8.9
    27 Ratings
    15% above category average
    Planful
    -
    Ratings
    Forecasting8.923 Ratings00 Ratings
    Pipeline visualization8.827 Ratings00 Ratings
    Customizable reports9.023 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nimble and Planful
    Feature
    Nimble
    8.6
    29 Ratings
    12% above category average
    Planful
    -
    Ratings
    Custom fields9.029 Ratings00 Ratings
    Custom objects8.322 Ratings00 Ratings
    Scripting environment8.518 Ratings00 Ratings
    API for custom integration8.820 Ratings00 Ratings
    Security
    Comparison of Security features of Nimble and Planful
    Feature
    Nimble
    9.3
    26 Ratings
    10% above category average
    Planful
    -
    Ratings
    Single sign-on capability9.424 Ratings00 Ratings
    Role-based user permissions9.324 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Nimble and Planful
    Feature
    Nimble
    8.4
    29 Ratings
    11% above category average
    Planful
    -
    Ratings
    Social data8.429 Ratings00 Ratings
    Social engagement8.429 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Nimble and Planful
    Feature
    Nimble
    8.8
    25 Ratings
    15% above category average
    Planful
    -
    Ratings
    Marketing automation8.725 Ratings00 Ratings
    Compensation management8.919 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nimble and Planful
    Feature
    Nimble
    8.3
    27 Ratings
    9% above category average
    Planful
    -
    Ratings
    Mobile access8.327 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    6.1
    64 Ratings
    21% below category average
    Pixel Perfect reports00 Ratings6.933 Ratings
    Customizable dashboards00 Ratings5.057 Ratings
    Report Formatting Templates00 Ratings6.555 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    7.5
    104 Ratings
    3% below category average
    Drill-down analysis00 Ratings8.4103 Ratings
    Formatting capabilities00 Ratings7.0104 Ratings
    Report sharing and collaboration00 Ratings7.197 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    7.4
    86 Ratings
    7% below category average
    Publish to Web00 Ratings8.433 Ratings
    Publish to PDF00 Ratings6.477 Ratings
    Report Versioning00 Ratings6.555 Ratings
    Report Delivery Scheduling00 Ratings8.566 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    6.1
    51 Ratings
    19% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings5.040 Ratings
    Location Analytics / Geographic Visualization00 Ratings6.42 Ratings
    Predictive Analytics00 Ratings6.044 Ratings
    Pattern Recognition and Data Mining00 Ratings7.33 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    8.9
    103 Ratings
    6% above category average
    Multi-User Support (named login)00 Ratings8.496 Ratings
    Role-Based Security Model00 Ratings8.894 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.595 Ratings
    Report-Level Access Control00 Ratings8.855 Ratings
    Single Sign-On (SSO)00 Ratings9.778 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    2.3
    42 Ratings
    104% below category average
    Responsive Design for Web Access00 Ratings2.540 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings2.230 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    8.7
    156 Ratings
    8% above category average
    Long-term financial planning00 Ratings8.7139 Ratings
    Financial budgeting00 Ratings9.0155 Ratings
    Forecasting00 Ratings9.0146 Ratings
    Scenario modeling00 Ratings7.8131 Ratings
    Management reporting00 Ratings9.0149 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    8.0
    118 Ratings
    3% above category average
    Financial data consolidation00 Ratings9.3107 Ratings
    Journal entries and reports00 Ratings7.886 Ratings
    Multi-currency management00 Ratings7.470 Ratings
    Intercompany Eliminations00 Ratings7.673 Ratings
    Minority Ownership00 Ratings6.939 Ratings
    Local and consolidated reporting00 Ratings7.789 Ratings
    Detailed Audit Trails00 Ratings9.187 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    7.6
    152 Ratings
    7% below category average
    Financial Statement Reporting00 Ratings8.8133 Ratings
    Management Reporting00 Ratings8.8143 Ratings
    Excel-based Reporting00 Ratings7.0141 Ratings
    Automated board and financial reporting00 Ratings6.5114 Ratings
    XBRL support for regulatory filing00 Ratings7.13 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    5.9
    104 Ratings
    24% below category average
    Personalized dashboards00 Ratings5.191 Ratings
    Color-coded scorecards00 Ratings2.555 Ratings
    KPIs00 Ratings7.476 Ratings
    Cost and profitability analysis00 Ratings6.975 Ratings
    Key Performance Indicator setting00 Ratings6.963 Ratings
    Benchmarking with external data00 Ratings6.410 Ratings
    Integration
    Comparison of Integration features of Nimble and Planful
    Feature
    Nimble
    -
    Ratings
    Planful
    8.9
    140 Ratings
    10% above category average
    Flat file integration00 Ratings9.5105 Ratings
    Excel data integration00 Ratings7.8130 Ratings
    Direct links to 3rd-party data sources00 Ratings9.596 Ratings
    Best Alternatives
    NimblePlanful
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NimblePlanful
    Likelihood to Recommend
    7.0
    (33 ratings)
    8.8
    (164 ratings)
    Likelihood to Renew
    7.0
    (3 ratings)
    8.7
    (23 ratings)
    Usability
    8.0
    (19 ratings)
    8.2
    (21 ratings)
    Availability
    -
    (0 ratings)
    8.2
    (4 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (3 ratings)
    Support Rating
    9.8
    (19 ratings)
    9.0
    (22 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (3 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.3
    (9 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (2 ratings)
    CPA Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    5.3
    (4 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.4
    (4 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (2 ratings)
    User Testimonials
    NimblePlanful
    Likelihood to Recommend
    Nimble
    This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
    Incentivized
    Read full review
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Pros
    Nimble
    • Importing contacts in the CRM is very much consist of easy steps.
    • It allows me to create, edit and view contacts records anywhere from the web.
    • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
    • it is playing an excellent role in managing our all relations.
    Incentivized
    Read full review
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
    Read full review
    Cons
    Nimble
    • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
    • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
    Incentivized
    Read full review
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Likelihood to Renew
    Nimble
    It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
    Read full review
    Planful
    Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
    Incentivized
    Read full review
    Usability
    Nimble
    The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
    Incentivized
    Read full review
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
    Read full review
    Reliability and Availability
    Nimble
    No answers on this topic
    Planful
    I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
    Read full review
    Performance
    Nimble
    No answers on this topic
    Planful
    Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
    Read full review
    Support Rating
    Nimble
    It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
    Incentivized
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    Planful
    Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
    Read full review
    In-Person Training
    Nimble
    No answers on this topic
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
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    Online Training
    Nimble
    No answers on this topic
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
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    Implementation Rating
    Nimble
    No answers on this topic
    Planful
    After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
    Incentivized
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    Alternatives Considered
    Nimble
    Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
    Incentivized
    Read full review
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
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    Scalability
    Nimble
    No answers on this topic
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
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    Return on Investment
    Nimble
    • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
    • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
    Incentivized
    Read full review
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
    Read full review
    ScreenShots

    Planful Screenshots

    Screenshot of the Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of a Capacity Planning TemplateScreenshot of Integrations