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Formerly BrandMaker, Allocadia, Hive9


What is Uptempo?

Uptempo is marketing planning software used by enterprise marketing teams to centralize campaign and budget planning, track spending, predict and monitor performance, and pivot plans in real-time to enable marketing agility.

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Recent Reviews

Uptempo is the best!

10 out of 10
June 05, 2024
Branding has been made so easily in my organization. I have been able to do rebranding, which was the main issue. This tool's ease of use …
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What is Uptempo?

Uptempo is marketing planning software used by enterprise marketing teams to centralize campaign and budget planning, track spending, predict and monitor performance, and pivot plans in real-time to enable marketing agility.

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How to Manage Marketing Budget Planning


Marketing Work Management | Work Management End to End


Marketing Work Management | Review Manager


Marketing Work Management | Home Dashboards


Marketing Work Management | Digital Asset Management


A Single System of Record for Enterprise Marketing Teams

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Product Details

What is Uptempo?

Uptempo is enterprise marketing planning software that combines marketing campaign planning, financial management, and work management to create a single marketing system of record.

This integrated platform is designed to give marketing teams insights and agility. Teams can collaboratively work together on every stage of the marketing process. Executives can connect performance data to initial plans and goals, and when necessary, shift strategies and re-allocate budget and teams to better performing programs.   

Uptempo’s product suite is used by marketers at enterprises that include Autodesk, Best Buy, Daimler, Deutsche Bank, SC Johnson, and Unilever.

The main use cases of the Uptempo solution include:

Marketing Campaign Planning & Performance
Uptempo’s campaign planning and performance module lets marketers set goals and use predictive performance insights to build campaign plans that will achieve them. They can then create campaign briefs, calendar activities, allocate funds, and kick off creative work. Once campaigns are in-market, marketers can track spending, measure results, and quickly pivot adaptive plans in real time in response to changing market dynamics and customer preferences.

Marketing Financial Management
Uptempo financial management gives marketing teams complete control of marketing spend without hours of manual reconciliation. It helps marketers achieve greater impact from marketing investments through increased visibility into cost, streamlined processes, automated reconciliation, performance reporting, and the ability to quickly pivot budgets in real-time.

Marketing Work Management
Uptempo work management expedites internal content review and approval processes with workflow automation. Teams can move faster to initiate, revise, and complete work in a single system. Marketing leaders get visibility into what is being worked on, while balancing available resources to meet project requirements. Marketers can manage and monitor the content development process, including timelines, distribution and asset usage for content in any format, for any device. Content analytics help marketers to continuously optimize performance.

Uptempo Features

  • Supported: Activity planner and calendar
  • Supported: Flexible plan hierarchies
  • Supported: Predictive impact modeller
  • Supported: Top down budget allocation
  • Supported: Bottom up budget planning
  • Supported: Real-time spend tracking
  • Supported: Automatic reconciliation
  • Supported: Budget approval workflows
  • Supported: Instant budget reallocation
  • Supported: Financial reporting
  • Supported: Performance monitoring
  • Supported: Content creation workflows
  • Supported: Resource management
  • Supported: Digital asset library

Uptempo Screenshots

Screenshot of Uptempo's Marketing & Campaign Planning interface, which provides full visibility and control over activity planning across teams and channels.Screenshot of Uptempo's Impact Modeller, which translates planned activities into projected outcomes based on conversation rate and deal velocity data.Screenshot of Uptempo's Marketing Budget Management interface, which provides the ability to plan, iterate, control, and optimize budgets.Screenshot of Uptempo's Investments interface tracks actuals and reconciles them with planned marketing spend to ensure teams stay within budgets.Screenshot of Uptempo Work & Resource Management, the a central platform that manages, controls, and optimizes workflows across the marketing team's workload.Screenshot of Uptempo Brand Management, which forms the central platform to access, adapt, and order timely, correct, and brand-compliant media for every touchpoint.Screenshot of Uptempo's Insights dashboards help marketers zero in on any budget dimension and investigate investments and ROI across teams, regions, channels, and time.

Uptempo Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Uptempo is marketing planning software used by enterprise marketing teams to centralize campaign and budget planning, track spending, predict and monitor performance, and pivot plans in real-time to enable marketing agility.

Aprimo, Anaplan, and MARMIND are common alternatives for Uptempo.

Reviewers rate Ease of integration highest, with a score of 7.9.

The most common users of Uptempo are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Attribute Ratings


(1-24 of 24)
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Score 10 out of 10
Vetted Review
Verified User
Initially, we had many issues with marketing. However, having been in the market for five years now, I can confess that Uptempo has been of significant importance in our organization. It is a powerful and effective tool that ensures that our planning and marketing efforts are rewarded. We have grown.
  • Marketing Operations.
  • Planning Operations.
  • Budgeting Operations.
  • So far so good, Uptempo is working well in our organization.
Decision-making in our company is now solved. Uptempo has helped us make wise decisions as it produces real-time reports. Marketing has also been solved, and I can attest that our company has grown over the past few years. Planning and budgeting have been made easy due to this great tool.
Brian Mbugua | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Branding has been made so easily in my organization. I have been able to do rebranding, which was the main issue. This tool's ease of use means it requires less training. The cost of deploying it is also efficient compared to its return on investment.
  • Rebranding
  • Marketing
  • Time tracking.
  • So far no issues, it is working well.
The marketing and rebranding are well-suited. Uptempo has been helping us market our company. I had issues growing into a big organization, but when I started using Uptempo, we had attracted so many people within no time. Making decisions has also been a success in our company as the software produces real-time data.
Score 7 out of 10
Vetted Review
Verified User
Uptempo has proven to be a mixed bag for our team. Despite some initial challenges, the wealth of features it offers has gradually become an asset in our daily operations. While the learning curve was steep, the team has adapted, and we now appreciate the tool's versatility in managing our marketing efforts, assets, and finances.The automation features, although not without their hiccups, have indeed brought some relief by reducing manual work. We've experienced moments where Uptempo streamlined processes, contributing to increased efficiency in various aspects of our work.
  • Efficient Marketing Management
  • User-Friendly Interface
  • Easy reports
  • Comprehensive Finance Management
  • Inconvenient Login Process
  • Complex Customization
  • Performance Issues with Extensive Use
Uptempo offers a tailored solution for organizations with straightforward finance management requirements, particularly catering to the needs of small to medium-sized businesses. Its emphasis on easy reporting, budget hierarchy customization, and streamlined invoicing processes align with the efficiency and cost-effectiveness that smaller enterprises often seek in their financial management tools.
Ellen Caroline Murphy Dixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It has been 4 years with Uptempo and business processes have improved their automation and efficiency by approximately 80%, we have better marketing campaigns with precise data processing that helps to have a fluid workflow. Uptempo has the ability to calculate the type of marketing campaign according to its scope in the industry, and thus, we can establish the budget and generally make changes to the campaign structure and adjust the processes as required by the business process.
  • It performs well in marketing campaign calculations.
  • It is easy to implement and use.
  • We can customize campaigns at the beginning and it also allows changes to be made when the marketing campaign is advanced.
  • I don't like having to put login credentials on the same device, I think it should have a method of recognizing the devices we usually use.
I have been using Uptempo for 4 years and I have noticed in this time that it is software that is always improving its features and adding new functions. I can say that it is phenomenal for correctly managing the budget of marketing campaigns without compromising the established expenses. The company also appreciates the increase in sales thanks to Uptempo and with these functions we improve the contents of our marketing campaigns.
Score 9 out of 10
Vetted Review
Verified User
Uptempo helps us manage and plan our organizations marketing activities. It made us go from working manually to going 70% automated in 2 years It has an excellent performance and it also has provided us a complete solution to manage our marketing strategies as well. It provides accurate reports after analyzing all the data.
  • It helps in marketing management
  • Helped in automating the process
  • Easy to use
  • User interface can be done better
  • it requires me to login every time on the same device
  • It can get clumsy sometimes
It helps us in data analysis for our marketing team it provides comprehensive reports after carefully examining all the data and then provides best strategy to go forward. You can manage both budget and data using Uptempo. It also allows you to track your overall spending so that you don't have to keep a tab where the money while working on project.
Score 10 out of 10
Vetted Review
Verified User
Uptempo helps us to manage and track our expenses. Uptempo is a marketing management tool which has loads of features it helped us from managing our marketing to managing our assets and finances. It is automation tool so it helped us to decrease a lot of manual work. It helped in increasing our sales. Its a complete tool which helps us in planning and content management.
  • Finance management
  • it helped us in managing our marketing more efficiently
  • Easy reports
  • Content management
  • Customization is not easy with Uptempo
  • if your system closes then its not that easy to recover data in my experienc
  • its a bit slow if used extensively I've found
its a robust and easy to use marketing tool it has helped us in decreasing our marketing budget and still get more sales. It has helped us in streamlining our marketing process which has led to more efficiency in our overall process. it helped us in making our process more automated than manual which has saved both time and manpower. It has improved our activities and helped us in accelerating the work of marketing team.
November 02, 2023

review of uptempo

Score 9 out of 10
Vetted Review
Verified User
we use it as a marketing automation tool. it helps us in planning and content management. It helps in automating workflow and it directly leads to improved is a powerful asset management tool as well.
  • marketing
  • finance management
  • asset management
  • Loading time
  • expensive
  • High learning curve
Its a great marketing tool and a very powerful asset management tool as well.
Planning because of this has become very efficient.
It helps us a lot in marketing by providing better understanding of current situations and markets.
Score 8 out of 10
Vetted Review
Verified User
Uptempo is handy and powerful resource for company asset management, financial organization, marketing research and workflow management.
  • Seamless integration capability.
  • Intuitive forecasting tool that manages all financial content in an acceptable and well-developed process.
  • Easy to use the platform and collaboration that is possible across different levels.
  • It has very complex workflows that make it crucial and difficult to understand.
  • This platform is a bit pricey and there is no free version of use.
Uptempo is versatile and reliable for achieving remarkable results to financial and marketing processes.
Score 8 out of 10
Vetted Review
Verified User
We use Uptempo marketing planning software in our marketing department and have been pleased with the results. We have become reliant on it for crafting comprehensive marketing strategies and for elevating our overall performance.
  • Make your marketing plan with ease
  • Uptempo provides good technical team support
  • Detailed Report of your spending
  • Take time to update data
  • Expensive Software
Using this software, we were able to create an effective marketing plan strategy and it help us to improve overall marketing performance.
Elchin Gurbanli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We integrated Utempo into our sales platform where we can have an all-in-one system where I can follow the processes, impediments, return of investment, cost, and drivers from the angle where the actions could be taken more effectively. Additionally, the value it created for marketing in terms of collaboration is huge as well. The deadline management was improved hugely.
  • Brand management
  • Campaign Management
  • Cost Management
  • User interface
  • Expensiveness
  • some complexity
  • Dashboards
We implemented this solution to have better results in sales as it provides the ecosystem in terms of products we sale and market, and it helps us to implement better marketing management, better control and analyze the return on investment of the product and the campaign process of the product could be led effectively as well.
Steffen Jäschke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Tool suits for operating, managing, and measuring marketing activities, initiatives, cooperations and many more have a new competitor. We bought Uptempo. That is the successor of Brandmaker from Brandmaker Inc. We got convinced by the impressive performance in the 2022 Forrester MRM Wave. They name the new suit a merger of Brandmaker, Allocadia, and Hive9. The most important feature set included is still the scalability of all efforts. We realized our new experiences with the suit Uptempo are a big enhancement of the improved marketing returns of investments. We agree with all the new users that Uptempo is more and better than the merged components. They integrated again all the best practices along with impressively useful business standards. They enriched our experience in all stages of initiation, operating, and evaluating our marketing efforts online and offline. We serve all over the world with Uptempo in unprecedented intelligibility. Our marketing is at a new level. We are better performing than ever before. We are able to copy best practices developed in our company and introduce enhancements that let us be even more successful. Overview and transparency are additional very useful enhancements for use. We get what we want and control this in real-time with tough bindings.
  • We are able to check on the campaigns what is happening throughout and in depth in real time.
  • Uptempo improves all of our ROIs.
  • We deal better with our strategies and advance further in strategy development und reusage.
  • We are all over connected and team up much more successful and not just error free or flawless.
  • Integrate the marketing department closer to the other companies departments output.
  • Connect to more markets for customer acquisition and care as well as customer satisfaction and experience enhancements.
  • We think it can get even closer to SAP Marketing Cloud at less investments and more ROI.
We are very satisfied with defining our requirements and realizing them with Uptempo. That is an indicator set at which Uptempo is better than their competitors at most. We enjoy the comfort and easy-to-learn usage at the entry-level and intermediate competence ranges of our employees. Uptempo is great at the support of the full stack and the interoperability of the components of the suit. We enjoy the direction the product is developing very much. This is inspiring our development processes from many perspectives. There is the advantage that we already used Brandmaker before. We did make experiences with Hive9 that were very satisfying. That led to our decision together with the support of our employees. We are a big company so we profit most from the scale at which Uptempo is. As a marketing resource management software, we value the worth of the suit very highly. This is accompanied by great experience and values as a digital asset management suite integrated into resource management. Altogether the integration was a great leap ahead making us curious about the next development steps. So we profit from the powerful set of analytic tools. We feel geared up with the Uptempo toolage and encourage the use.
Score 7 out of 10
Vetted Review
Verified User
We searched for a new solution that would ideally be able to support both planning and budgeting. The solution offered us the best combination.
  • Customization of budget hierarchy
  • Management of technical integration
  • Customization of invoicing process
  • Out of the box detail panels
  • Ability to add attachments to a line item
  • More visibility on the history of invoices/changes to a line item
If you are a company that has a defined invoicing/PO process in place then you're large enough for the tool. In addition, you should have an enterprise-level CRM and ERP system in place.
Ryan Bearden | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Hive9 in our marketing department to track our program spend and efficacy of those programs from a lead generation perspective. It gives us the opportunity to glance at how our lead generation programs are tracking to spend and to goals. We currently use the tool in the marketing department, but we are bringing on our finance teams to use it in order to pull spend reports.
  • The integration with SalesForce is great and allows for data to be more easily pulled and viewed through the Hive9 system. It seamlessly combines spend data with program data so identifying and analyzing better-performing programs is easy.
  • The reporting options in Hive9 are very robust and valuable for both marketing teams as well as finance and executive sponsors/stakeholders. The reporting was built from Sirius Decision's demand generation waterfall so it incorporates best practices for lead tracking and reporting.
  • The fact that Hive9 integrates with sales and marketing automation systems as well as prominent accounting systems makes it an extremely valuable tool to bring in key data points to tell the story of marketing efficacy.
  • The hierarchy of programs/initiatives can be pretty clunky and cumbersome. While it probably works great for larger size, enterprise organizations, it does not always jive with mid size to smaller companies - it can feel very constrained.
  • There is currently no way to create a "flat" organizational structure of users. This can be very limiting for smaller-sized marketing organizations. Although I believe they are addressing this very soon.
If you are a large marketing organization (Enterprise level), this tool is perfect. As long as you can get buy in for the proper integrations, it will make tracking program success much easier, allowing for real-time reporting on the fly.

If you are a smaller, more scrappy marketing organization, it can feel cumbersome at first, but it may also help your teams adopt best-practice project structures. To truly gain the benefits of the system, you must be running targeted lead generation campaigns with tangible goals and outcomes. Otherwise, you likely won't get the value from the tool.
Nick Miller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Allocadia is currently only being used by our corporate marketing teams to manage budgets. It helps to provide greater budget visibility to our finance department and also allows us to not have to rely on spreadsheets to manage our budgets. It is a very intuitive platform to use and this has helped with its adoption in our marketing department.
  • Plan and allocating quarterly budgets.
  • Providing reports on your budget.
  • Generating "MRM" codes to tie our purchase orders in finance to our project codes within our individual team budgets.
  • The wording between the "plan" and "forecast" sections can be confusing at first, as they both imply the same type of activity.
  • Better recovery options for admins if folders are accidentally deleted - had this happen and took a week of manual recreation from an internal admin to get us up and running again.
Allocadia is well suited to help teams within a larger department track and manage their budgets, while giving finance and other managers visibility into how budgets are being spent and allocated. It is also easy to customize reports and export them to present to decision makers if needed. At this point in time other business units in my company have not adopted Allocadia.
Score 10 out of 10
Vetted Review
Verified User
Allocadia is currently only being used within Media and only has plans to stay that way. We needed a solution that helps us put planning, actuals, POs, and leads in one system and Allocadia was able to help us do all of that. In addition, we've been able to manipulate it to help us fix some other problems as well such as metrics and testing data. Reporting has also been a huge contribution from Allocadia.
  • Allocadia's customer support not just in the setup but as we continue to use it is fantastic. They are fast and very, very helpful.
  • Allocadia was set up to provide my company with as many solutions as possible. We are also given the opportunity to continue to manipulate it within the confines of the structure to make it an even better tool for our department.
  • Because we use Allocadia slightly differently than the typical user, it can be a little clunky for us. However, we have been able to fix almost all issues/problems so that we can use the software in so many more ways than previously imagined.
  • The amount of time it takes to refresh data into their analytics tab can be frustrating. I understand the reasoning behind it but having to wait 5 minutes for it to update so you can pull an accurate report can be tiresome.
Anyone who is planning media and needs all of their reporting in one place, this is the software to do that. Out of every software we looked at, this made the most since planning wise. But it also incorporated just about everything you need to do every part of buying down to the actuals and leads.
Score 9 out of 10
Vetted Review
Verified User
Allocadia was being used by our marketing department within the US and globally. It helped create more accurate reports for analysis.
  • Allocadia is easy to use.
  • Allocadia has a great implementation team that understands the software well.
  • Generating reports was a little slow.
I liked that we can create different budget folders for our subsidiaries.
Amanda Lomas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Allocadia for the marketing team to manage all of our budgets and forecast expenses. We use it as an additional step from the main accounting package that corp finance uses because we need to get more granular with our expense tracking for mROI. It has helped us quickly gain insight into the broader marketing spend as well as calculate various levels of marketing ROI (segment, category, campaign, vendor, etc.)
  • Easy to use
  • Excellent customer support
  • Product development is accessible for product enhancement ideas
  • Not really at fault of Allocadia, but my marketing users have many different programs that they are using in addition, which makes things complicated. (ie. Project management tool for managing projects and workload, Allocadia, for building the budget, marketing automation for building campaigns, Salesforce for tracking campaigns, etc....)
Great for companies that have been using spreadsheets in the past or had used another budgeting system that was very basic and want to be able to do a more detailed analysis of their data.
Joshua Jamieson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Allocadia is a terrific way to track your existing budgets in a unified way; even for those companies who are not looking to or are not ready to begin tracking the return on their marketing investment. Allocadia's interface is simple, but its reporting engine is incredibly powerful. Allocadia unifies budgeting, planning, and actual spend tracking within an organization.
  • The Allocadia interface is simple to use and understand, which helps end user adoption.
  • Allocadia contains powerful analytic tools that easily display a visual representation of your data.
  • Allocadia is purpose built for marketers, and geared to easily track marketing performance.
  • I would like to see a greater focus on organizational roles via the ability to create user groups, and custom security groups in Allocadia.
  • I look forward to improvements on the approvals engine.
If you're looking to improve your company's ability to track marketing ROI, or begin tracking marketing ROI, then look no further. If your organization is not ready to begin tracking ROMI, Allocadia still provides an excellent unified budgeting and planning platform; their "Customer Success Team" will continually work with your organization to help you improve.
October 05, 2015

Budgeting made easy!

Score 10 out of 10
Vetted Review
Verified User
Allocadia is a great tool to quickly understand where you are from a budgeting perspective. Additionally it helps us understand real-time costing all in one view. This helps us understand where we stand at any given time.
  • Manages Budgets
  • Visualizes Data
  • Organizes Data
  • Speed - it keeps getting faster, but still could be more responsive.
  • Not an issue, but the improvements in the UI are great.
You need to have an understanding of the pain points in your budget, so Allocadia can be tailored to fix them.
Brian Brownrigg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are a certified consulting partner of Allocadia. We help other companies determine if they should use Allocadia, help them prepare to use it, then help them implement and support for the long-run. The primary business problems we've seen solved by Allocadia: - Misalignment between Finance and Marketing on current forecast - Disparate ways of tracking similar marketing spend - Inability to transfer, cut, and add budgets with confidence - Low visibility in the budgeting roll-ups across multiple budgets and organizations
  • The user interface is clean, well-thought out, and easy for marketers to use. It behaves like their spreadsheets in all the right ways...without the baggage of having budgets locked into separate spreadsheets.
  • Allocadia knows that revenue attribution is important, and has great out-of-the-box adapters to flow actual spend and actual performance in to the tool.
  • The reporting engine is both substance and style. Data is accurate, can be sliced-and-diced, and is easy for marketers to get what they want in an ad hoc fashion, if a canned report does not already exist. The visuals are also excellent, which promotes the use of analysis.
  • I look forward to improvements on the approvals engine. The latest release is fantastic, and with a couple more additions, it will be even more robust.
  • I would like to eventually see integrations / adapters to project management (MRM workflow) solutions. Part of controlling marketing cost and improving ROI is measuring and improving the marketing process. Marketers would really benefit from being able to manage process and capacity alongside spend and performance.
In my opinion, no software exists that is perfect for 100% of organizations. However, Allocadia is industry neutral and works for 2 marketers or 2000's very scalable in terms of functionality and infrastructure.
Score 7 out of 10
Vetted Review
Verified User
We are using Allocadia as a Marketing Budget maintenance tool is various departments (Finance, Marketing) and throughout the whole company which is located in different countries in Europe. By using a Excel spreadsheet based solution in the past, we were facing a lot of Excel-related issues incl. deletion of files, changing of past entries, layout and structural issues. Of course that's not what Excel files are supposed to be used for, but we were lacking a proper software solution.
  • Individuality. Allocadia was kind of a start-up when we first got in touch. They adjusted a lot of their functionalities, layout and usability in order to fit our needs.
  • Easy to use. It is very easy to keep control over all the stats while the users take advantage of a nice and easy user interface.
  • Great support. Although we have a time shift of about 10-11 hours (Europe to Canada) we are experiencing a fast, proper and friendly support in any cases.
  • An integrated calculator as well as an currency exchange calculator. It would make working with the stats a lot easier if some additional tools would be available.
  • Improve the general performance. A topic which is valid at any time. No matter how good your performance is lately, there's always room for improvement.
  • Some smaller adjustments regarding the usability would be great to ease the budget entry process - but as far s I am informed, some changes and updates are coming up with the HTML5 solution
Although the Analytics part is already available it could be improved. So for now Allocadia is very recommended if you are looking for a data maintenance software but less appropriate as a analysis tool. Ask yourself what is it you are looking for (analysis or controlling) and for which purposes (management level or specialists). The costs are very resonable and an absolute Plus!
August 11, 2014

Happy with Allocadia

Score 8 out of 10
Vetted Review
Verified User
Our company is using Allocadia for budgeting purposes. Being that we have so many different regions and budgets that we deal with, we use Allocadia to keep all the information organized and up-to-date for our finance team as well as allocation purposes.
  • Mapping invoices with line items.
  • Audit trails
  • Forecast updating
  • I would allow users to switch items into different budgets vs. having to reenter the item altogether.
Score 8 out of 10
Vetted Review
Verified User
Allocadia is being used to track marketing budgets in our online strategy department. It consolidates budget information that was formerly spread across multiple sources, some of which were individual flat files residing on a variety of systems. It further generates much needed dashboards based on that data, which can easily be used for diagnostic purposes, presentations, or shared directly with partners.
  • Consolidates budget information (planned, allocated, spent, etc.) in a single location.
  • Rolls up and enhances the stored data with custom metrics (calculations) and other conversion processes.
  • Displays data in custom dashboards that really bring the numbers to life.
  • Integration with key data systems such as Google AdWords or Bing Ads.
  • More direct and/or user-friendly data import and export processes (pertaining to raw data and flat files).
It is certainly well-suited to an organization with several dozen (or more) marketing campaigns, spread across several channels such as PPC, display marketing and social media. We found it best to work with a single account manager at Allocadia, since there was little information lost and requests could be handled quickly and efficiently.
February 25, 2014

Excel nightmare no more.

Score 9 out of 10
Vetted Review
Verified User
Allocadia is currently being used globally by our field marketing department to manage our budget, track spending, and facilitate the approval processes for invoices.
  • Customer experience is key and Allocadia delivers exceptional service. The support team is fantastic and issues are resolved quickly.
  • The tool lends itself well to customization, which has been especially helpful for us. For example, we have developed approval reports to streamline the invoice approval process and we have been able to customize the tags to see what has been committed, paid, etc
  • The drag and drop feature can be a little finicky on the budgets tab. You have to have just the right touch to get something to nest properly.
  • There is a strange glitch sometimes when selecting a vendor in the actuals tab: No matter how many times I'll select a certain vendor from the drop down, it will somehow choose a random different one.
  • It would be cool if the amounts entered into the PO panel could automatically total up and populate the forecast field.
We have found great success in using the tool for our approval process. Coding everything in a one-off process was cumbersome and invoices would often not get paid on time. Now, we have streamlined everything on a weekly basis.
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