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PlanMagic Finance Pro Overview

PlanMagic Finance Pro is an advanced financial CRM software designed to help businesses manage their financial planning, forecasting, and analysis effectively. This platform offers a comprehensive set of tools that streamline the budgeting process, allowing users to create detailed financial plans and projections based on various scenarios. With PlanMagic Finance Pro, organizations can easily track performance against budgets, manage cash flow, and analyze variances to make informed decisions. The software's user-friendly interface enables users to generate customizable reports and dashboards that provide real-time insights into financial health. Additionally, PlanMagic Finance Pro integrates with existing accounting systems, facilitating seamless data sharing and improving accuracy in financial reporting. By implementing this software, businesses can enhance their financial management processes, improve strategic planning, and drive sustainable growth.

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Contact Details

  • Vendor Name PlanMagic
  • Founded 1995
  • Location United States

Support

  • Chat Chat

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Accounting, Financial Services

PlanMagic Finance Pro Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

PlanMagic Finance Pro Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$195 One-time

PlanMagic Finance Pro FAQs

PlanMagic Finance Pro is an advanced financial CRM software designed to help businesses manage their financial planning, forecasting, and analysis effectively. This platform offers a comprehensive set of tools that streamline the budgeting process, allowing users to create detailed financial plans and projections based on various scenarios. With PlanMagic Finance Pro, organizations can easily track performance against budgets, manage cash flow, and analyze variances to make informed decisions. The software's user-friendly interface enables users to generate customizable reports and dashboards that provide real-time insights into financial health. Additionally, PlanMagic Finance Pro integrates with existing accounting systems, facilitating seamless data sharing and improving accuracy in financial reporting. By implementing this software, businesses can enhance their financial management processes, improve strategic planning, and drive sustainable growth.

  • No, PlanMagic Finance Pro does not offer a free version.

  • Yes, PlanMagic Finance Pro offers a free trial.

  • No, Credit Card details are not required for the PlanMagic Finance Pro trial.

  • PlanMagic Finance Pro offers the following pricing plans & packages:

    Basic

    $195 One-time

  • PlanMagic Finance Pro supports the following payment frequencies:

    • One-Time Payment

  • No, PlanMagic Finance Pro does not offer an API.

  • PlanMagic Finance Pro offers support with the following options:
    • Chat

  • PlanMagic Finance Pro supports the following languages:
    • English

  • Following are the typical users of the PlanMagic Finance Pro:
    • Self-Employed , Small-Business , Midsize-Business