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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    WebinarJam

    Score8.9 out of 10
    N/AWebinarJam is designed to allow users to host online events with HD streaming, interactive features like polls and chat, integrations, analytics, and payment processing that are intended to help maximize online growth.

    $39

    per month

    Pricing
    PlanfulWebinarJam
    Editions & Modules
    No answers on this topic
    Starter
    $39
    per month for 1 presenter and 100 attendees
    Basic
    $79
    per month for 2 presenters and 500 attendees
    Professional
    $229
    per month for 4 presenters and 2000 attendees
    Enterprise
    $379
    per month for 6 presenters and 5000 attendees
    Offerings
    Pricing Offerings
    PlanfulWebinarJam
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.—
    More Pricing Information
    Community Pulse
    PlanfulWebinarJam
    Considered Both Products
    Planful
    No answer on this topic
    Genesis Digital
    No answer on this topic
    Key User Insights
    Would buy again
    97%
    Would buy again
    101 Answers
    No answers on this topic
    Delivers good value for the price
    99%
    Delivers good value for the price
    90 Answers
    No answers on this topic
    Happy with the feature set
    98%
    Happy with the feature set
    102 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    60 Answers
    No answers on this topic
    Implementation went as expected
    84%
    Implementation went as expected
    67 Answers
    No answers on this topic
    Features
    PlanfulWebinarJam
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and WebinarJam
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    WebinarJam
    -
    Ratings
    Pixel Perfect reports6.933 Ratings00 Ratings
    Customizable dashboards5.057 Ratings00 Ratings
    Report Formatting Templates6.555 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and WebinarJam
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    WebinarJam
    -
    Ratings
    Drill-down analysis8.4103 Ratings00 Ratings
    Formatting capabilities7.0104 Ratings00 Ratings
    Report sharing and collaboration7.197 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and WebinarJam
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    WebinarJam
    -
    Ratings
    Publish to Web8.433 Ratings00 Ratings
    Publish to PDF6.477 Ratings00 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and WebinarJam
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    WebinarJam
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings00 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings00 Ratings
    Predictive Analytics6.044 Ratings00 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and WebinarJam
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    WebinarJam
    -
    Ratings
    Multi-User Support (named login)8.496 Ratings00 Ratings
    Role-Based Security Model8.894 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings00 Ratings
    Report-Level Access Control8.855 Ratings00 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and WebinarJam
    Feature
    Planful
    2.3
    42 Ratings
    105% below category average
    WebinarJam
    -
    Ratings
    Responsive Design for Web Access2.540 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and WebinarJam
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    WebinarJam
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and WebinarJam
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    WebinarJam
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.673 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.789 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and WebinarJam
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    WebinarJam
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and WebinarJam
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    WebinarJam
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and WebinarJam
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    WebinarJam
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    4.8
    8 Ratings
    46% below category average
    Dashboards00 Ratings2.58 Ratings
    Data exportability00 Ratings7.27 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    9.0
    7 Ratings
    10% above category average
    High quality audio00 Ratings9.97 Ratings
    Mobile support00 Ratings8.16 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    6.1
    8 Ratings
    29% below category average
    Calendar integration00 Ratings8.06 Ratings
    Record meetings / events00 Ratings3.28 Ratings
    Slideshows00 Ratings9.97 Ratings
    Event registration00 Ratings3.28 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    7.3
    8 Ratings
    15% below category average
    Audience polling00 Ratings10.07 Ratings
    Q&A00 Ratings4.78 Ratings
    Online Events Security
    Comparison of Online Events Security features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    10.0
    7 Ratings
    18% above category average
    Participant roles & permissions00 Ratings10.07 Ratings
    Confidential attendee list00 Ratings10.06 Ratings
    Online Events Marketing
    Comparison of Online Events Marketing features of Planful and WebinarJam
    Feature
    Planful
    -
    Ratings
    WebinarJam
    2.4
    8 Ratings
    107% below category average
    Branding options00 Ratings2.58 Ratings
    Integration to Marketing Automation00 Ratings2.38 Ratings
    Best Alternatives
    PlanfulWebinarJam
    Small Businesses
    No answers on this topic
    GoTo Webinar
    Score8.6 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Webex Webinars
    Score9 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    BlueJeans Events (discontinued)
    Score2.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulWebinarJam
    Likelihood to Recommend
    8.8
    (164 ratings)
    3.1
    (8 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    -
    (0 ratings)
    Usability
    8.2
    (21 ratings)
    3.1
    (4 ratings)
    Availability
    8.2
    (4 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (22 ratings)
    3.2
    (4 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    PlanfulWebinarJam
    Likelihood to Recommend
    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
    Genesis Digital
    We have used WebinarJam for many reasons. Our main reason is to host large free webinars but we have also used it for smaller live training courses that people paid for, we have held private training classes for companies, and so on. I guess you could get creative and use it for a conference-style virtual event but wouldn't really recommend it for that. You could use it for internal training within an organization and things but I still feel it best suited for webinars and marketing purposes.
    Incentivized
    Read full review
    Pros
    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
    Genesis Digital
    • ADMIN/USER STRENGTHS: Easy to use the dashboard to start a webinar on demand, or schedule one in the future. Each step has a video tutorial made to set you up for success, understanding each set-up step along the way. If I want to practice a session live, I can set up a webinar instantly (called Right Now-takes 6 clicks and 30 seconds to set this up), and stream it through my YouTube Channel, or schedule a full campaign for a later date (takes about 10 minutes) and drive people to attend. I can set up one date, or multiple dates. It's very easy to follow the nine initial steps to (configuration, schedule, registration, notifications, integration, thank you, live, replay and finish) setting up your webinar. Once you have created a campaign, you can always clone them for future use.
    • ADMIN/USER STRENGTH: You can inject a pre-recorded video seamlessly. Let's say you did an incredible sales pitch on one of your webinars, you can inject this into future webinars to ensure a perfect presentation.
    • ADMIN/USER STRENGTH: Poll your customers BEFORE the webinar, on the registration page to find out what they are looking for, why they have signed up, to be sure the presenter covers each participant's needs.
    • ADMIN/USER STRENGTH: Autoresponder reminders can come from Webinar Jam (this is what I have always done to keep it simple) or integrate it with the top systems (AWeber, Active Campaign, Infusionsoft, IContact, MailChimp, ConvertKit, Drip, Kartra, Zapier).
    • ADMIN/USER STRENGTH: I can set up a replay for those who missed the event, or even a replica replay where I can go into the video, fix up my sales presentation, and add a new video for people to see. I can also see who watches the replay.
    • ADMIN/USER STRENGTH: In the analytics page I can see the numbers of people who visited the webinar registration page (to get an idea of how popular my topic was/change headings or topics if it's low, keep presenting if there's a high number), registrants, people in the room when I go live, and numbers for those who watched the replays. I can connect my autoresponder to communicate with people who missed the webinar/replay vs those who attended and even can see when people dropped off so I know if they were engaged for the entire webinar.
    Incentivized
    Read full review
    Cons
    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
    Genesis Digital
    • One of the biggest problems we have is that WebinarJam was sold to us as a lifetime license, and it was supposed to include broadcasting on Facebook. For reasons that were never clear, they stopped providing that functionality, which greatly reduced our use for the product.
    • WebinarJam started out life as an innovative product, full of promise. Things changed within the organization, key staff and players changed, and it seems that key players just moved on to other projects. Users were required to pay for upgrades in order to get the best use out of the product.
    • A big problem that was never really solved was the Lag/Delay between realtime and what the users were seeing and hearing.
    • We really wanted to be able to administer Surveys to people during webinars and be able to store their responses and export them to a database. We were told there was no way to do that.
    Incentivized
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    Likelihood to Renew
    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
    Genesis Digital
    No answers on this topic
    Usability
    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
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    Genesis Digital
    The platform is really hard to use and they have a habit of pushing out updates without telling their users first. The last update completely reverted all of our customizations back to the default EverWebinar layout. I only found out about this after a lead kindly send an email to the firm letting us know that [our] registration confirmation page was showing lorem ipsum script. Customization is lacking as well
    Read full review
    Reliability and Availability
    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
    Genesis Digital
    No answers on this topic
    Performance
    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
    Genesis Digital
    No answers on this topic
    Support Rating
    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
    Genesis Digital
    The support overall is good. In the early days, it wasn't the best but they have definitely stepped it up lately. If you have questions about the platform, issues, setup, etc, and don't mind waiting 24 hours to get a response then it's good. They may have faster response times now but when they updated to 4.0 it took a while as they were getting hammered with emails cause there were issues. It seems like they have worked out some of the kinks so I imagine their support can respond much faster now. There is no phone number to call so there is no way to get immediate help or answers which can be frustrating when you have issues right before or during your webinar
    Incentivized
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    In-Person Training
    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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    Genesis Digital
    No answers on this topic
    Online Training
    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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    Genesis Digital
    No answers on this topic
    Implementation Rating
    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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    Genesis Digital
    No answers on this topic
    Alternatives Considered
    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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    Genesis Digital
    I prefer WebinarJam due to its super-easy setup and great integration options. It works well with other tools like ClickFunnels, Hubspot and Mailchimp. From the tools we tried, this one seems to work the best for our company and clients!
    Incentivized
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    Scalability
    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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    Genesis Digital
    No answers on this topic
    Return on Investment
    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
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    Genesis Digital
    • WebinarJam has allowed us to present to multiple audiences at our prospective customers, rather than just a few individuals which made it difficult to get to the next sales step. By engaging a larger audience, we were able to drive more attention to our product and made follow up with the customer much easier.
    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