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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

    Zoom Workplace

    Score8.6 out of 10
    N/AZoom Workplace, Zoom’s open collaboration platform with an AI Companion, empowers teams to be more productive, and strengthen customer relationships throughout the customer lifecycle with Zoom’s Business Services for sales, marketing, and customer experience teams, including Zoom Contact Center.

    $16.99

    per month per user

    Pricing
    PlanfulZoom Workplace
    Editions & Modules
    No answers on this topic
    Add-On Zoom Translated Captions
    $5
    per month per license
    Pro
    $16.99
    per month per user
    Business
    $21.99
    per month per user
    Add-On - Conference Room Connector
    $499
    per year
    Basic
    Free
    Enterprise
    Custom
    Add-On - Zoom Whiteboard
    starting at $2.49
    per month per user
    Add-On - Large Meetings
    starting at $600
    per year
    Add-On - Cloud Storage
    starting at $120
    per year
    Add-On Audio Conferencing
    starting at $1200
    per year
    Add-On Zoom Phone Power Pack
    Starting at $300
    per year per user
    Add-On - Quality of Service Subscription
    Contact Sales
    Offerings
    Pricing Offerings
    PlanfulZoom Workplace
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.Discount available for annual billing.
    More Pricing Information
    Features
    PlanfulZoom Workplace
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Zoom Workplace
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    2.3
    42 Ratings
    105% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    Zoom Workplace
    -
    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 Zoom Workplace
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    Zoom Workplace
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.5
    1006 Ratings
    1% above category average
    High quality audio00 Ratings8.9998 Ratings
    High quality video00 Ratings8.9998 Ratings
    Screen Sharing
    Comparison of Screen Sharing features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.7
    1006 Ratings
    2% above category average
    Desktop sharing00 Ratings9.31005 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.7
    1012 Ratings
    1% above category average
    Calendar integration00 Ratings9.0923 Ratings
    Meeting initiation00 Ratings9.1986 Ratings
    Record meetings / events00 Ratings9.2961 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.5
    874 Ratings
    2% above category average
    Live chat00 Ratings9.1856 Ratings
    Online Events Security
    Comparison of Online Events Security features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.9
    864 Ratings
    11% above category average
    User authentication00 Ratings8.9755 Ratings
    Participant roles & permissions00 Ratings8.7829 Ratings
    Cloud PBX
    Comparison of Cloud PBX features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.1
    236 Ratings
    5% below category average
    Hosted PBX00 Ratings8.3112 Ratings
    Multi-level Interactive Voice Response (IVR)00 Ratings7.8141 Ratings
    Directory of employee names00 Ratings8.3218 Ratings
    Call Management
    Comparison of Call Management features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.2
    264 Ratings
    6% below category average
    Answering rules00 Ratings8.5192 Ratings
    Call recording00 Ratings8.7240 Ratings
    Call park00 Ratings7.8147 Ratings
    Call screening00 Ratings8.0165 Ratings
    Message alerts00 Ratings8.2210 Ratings
    Business SMS/External Messaging00 Ratings7.9135 Ratings
    Voicemail Transcription00 Ratings7.9183 Ratings
    Mobile apps
    Comparison of Mobile apps features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.8
    297 Ratings
    0% below category average
    Mobile app for iOS00 Ratings8.8263 Ratings
    Mobile app for Android00 Ratings8.9181 Ratings
    Unified Communications Platform and Collaboration
    Comparison of Unified Communications Platform and Collaboration features of Planful and Zoom Workplace
    Feature
    Planful
    -
    Ratings
    Zoom Workplace
    8.7
    249 Ratings
    2% above category average
    Centralized communications management00 Ratings8.9199 Ratings
    Team messaging00 Ratings8.9214 Ratings
    Team document sharing00 Ratings8.6193 Ratings
    Call and meeting analytics00 Ratings8.5202 Ratings
    Best Alternatives
    PlanfulZoom Workplace
    Small Businesses
    No answers on this topic
    Broadvoice | GoContact
    Score9.1 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Webex Calling
    Score8.8 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Webex Calling
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulZoom Workplace
    Likelihood to Recommend
    8.8
    (164 ratings)
    8.8
    (1070 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    9.4
    (27 ratings)
    Usability
    8.2
    (21 ratings)
    9.5
    (46 ratings)
    Availability
    8.2
    (4 ratings)
    9.1
    (2 ratings)
    Performance
    9.1
    (3 ratings)
    9.0
    (3 ratings)
    Support Rating
    9.0
    (22 ratings)
    6.4
    (46 ratings)
    In-Person Training
    9.1
    (3 ratings)
    9.1
    (1 ratings)
    Online Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    6.4
    (11 ratings)
    Configurability
    8.2
    (2 ratings)
    9.1
    (2 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.0
    (13 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    7.3
    (2 ratings)
    Product Scalability
    8.2
    (2 ratings)
    9.8
    (3 ratings)
    Professional Services
    -
    (0 ratings)
    9.2
    (8 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    9.1
    (2 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    7.3
    (2 ratings)
    User Testimonials
    PlanfulZoom Workplace
    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
    Zoom
    In most cases, and I mean almost all, Zoom is vastly superior to Teams in terms of functionality and ease of use. Case in point: I recently tried to join a Teams meeting in the web browser, and it took me multiple attempts to access it. This NEVER happens with a Zoom link.
    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
    Zoom
    • Audio quality of phone calls is spot on. Calls are clear and crisp.
    • Video quality of video meetings are clear and there aren't any pixelization artifacts that some systems can have.
    • Having AI summaries have been life changing for us. We no longer have to concentrate on note taking, like we did in the past. The summaries are accurate and enable us to put our efforts in the meeting or conversation. Plus, we can save them into our practice management system as required.
    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
    Zoom
    • Love notes - allow insertion of table or grid
    • Allow admin to turn off DND
    • Allow a way to group individual people chats - not channels just individual peeps into groups for ease of finding - like how you can group shared calendars into sections in Outlook
    Incentivized
    Read full review
    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
    Zoom
    We're sticking with Zoom for the foreseeable future--given its compelling feature set, ease of use, and advanced technology, there's just no other competition to be excited about. Plus it's a Gartner-recognized industry leader, so it's a rather easy choice.
    Read full review
    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
    Read full review
    Zoom
    Zoom is made for the non tech office. It has features that can be made to do what you need to run things on a day to day basis. Immediately we we able to get meetings going with remote employees. The ability to be able to add smartphone connected people was a big plus. Zoom met our needs at the time.
    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
    Zoom
    There have been less than a handful of outages during our two years with Zoom, and whenever there was one, an email informing us of the outage went out immediately, and they had the issue resolved shortly thereafter.
    Read full review
    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
    Zoom
    Zoom has among the best performance of any video conference platform, as I've mentioned several times. Besides that, their Chat platform works great, and their back end always runs smooth. It's unfortunate that reporting can now only be done by one month at a time, but nonetheless, it only takes a second to run any kind of Zoom report, whether it's an attendee report, Poll results, a user report, a list of meetings from the past month, etc.
    Read full review
    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
    Zoom
    Because I got a response right away, and was assigned one specific individual to work with me from the beginning to the resolution. I had an actual email address and direct contact with this person without having to start over and over every time I contacted Zoom - this singular individual remained attentive and was well informed on the subject matter and quite able to resolve my needs.
    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
    Read full review
    Zoom
    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
    Read full review
    Zoom
    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
    Read full review
    Zoom
    If you receive any pushback from higher ups, point to any of the various positive reviews like this one. Or show Zoom's excellent Gartner report, or articles describing Zoom's partnership with Sequoia capital. It's not difficult to show how Zoom is a trustworthy industry leader with best-in-class technology.
    Read full review
    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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    Zoom
    Zoom Workplace is typically on the more expensive end against other options, but it's the industry leader for a reason. It has the most brand credibility by far, but that doesn't mean it's perfect. There are limitations when it comes to technical performance, customization and video/audio quality. I prefer Slack myself for communication apps, but Zoom Workplace is a good alternative.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Planful
    No answers on this topic
    Zoom
    The billing and price model is really fair for so many functions that they offer, our remote work requires each of the features that Zoom offers, so accepting payment for a tool like this is the least we can do. I like that billing arrives on time and that they offer opportunities and payment times.
    Read full review
    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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    Zoom
    Because the Basic licenses are completely free, and because it's very easy to configure and install Zoom, and because anyone can join Zoom from a link without needing an account, scaling is a Breeze. There are absolutely no roadblocks. My company keeps adding more Zoom Pro license every week since it's so in demand. We were able to convert users from several different platforms onto Zoom with no trouble at all.
    Read full review
    Professional Services
    Planful
    No answers on this topic
    Zoom
    Zoom is perfect for our business. We use it to video chat with prospective clients. The name recognition alone gives us credibility and it is very easy to screen share and send content out.
    Read full review
    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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    Zoom
    • We have not lost much productivity in our teamwork during the pandemic because of the ability to have Zoom video calls and keep everyone in touch. This is definitely a positive.
    • We are able to have more people participate in coaching sessions (described earlier) because we don't have room space limitations. This is a big positive.
    • Being able to start a meeting instantly is great when we are doing support and/or training with a client over the phone and need to be able to share a visible
    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

    Zoom Workplace Screenshots

    Screenshot of an example collaboration feature. These are used to:
Transcribe, summarize, and capture action items with AI Companion from your in-person meetings.
Improve visibility and alignment by sharing emails to chats
Elevate a chat to a meeting or phone call to get to resolution faster. 
Continue meeting conversations and easily access shared information in Team Chat.Screenshot of an example of Zoom's productivity features. These features are used to:
Improve productivity across teams, locations, and time zones.
Organize project deliverables and assets in a centralized, collaborative doc.
Collaborate and map out projects visually on a whiteboard.
Jumpstart brainstorming sessions using AI and templates.
Gather valuable team input for well-informed decision-making with surveys and polls.
Stay on top of action items surfaced from across Zoom Workplace.Screenshot of some additional collaboration features. These are used to:
Optimize office experiences and in-person time.
Make sure remote participants feel connected with what is going on in the room.
Collaborate across remote and in-person teams on a virtual whiteboard.
Easily know and identify who is in the room and who is speaking in a Zoom Room with smart name tags and smart speaker tags.Screenshot of an example of Zoom's AI companion. This feature is used to streamline communications, improve productivity, increase employee engagement, and optimize flexible work.Screenshot of additional AI Companion features. The tools is also used to:
Launch internal campaigns.
Deliver visually rich updates with live streams, billboards, and videos.
Ensure critical comms are never missed with read receipts.
Send updates to deskless workers with Workvivo TV and Chat.