PlanMagic Finance Pro
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Product Overview
PlanMagic Finance Pro Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
PlanMagic Finance Pro Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Pricing Information
PlanMagic Finance Pro Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$195
One-time
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Frequently Asked Questions
PlanMagic Finance Pro FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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.
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PlanMagic Finance Pro offers the following pricing plans & packages:
Basic
$195 One-time
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PlanMagic Finance Pro supports the following payment frequencies:
- One-Time Payment
- No, PlanMagic Finance Pro does not offer an API.
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PlanMagic Finance Pro offers support with the following options:
- Chat
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PlanMagic Finance Pro supports the following languages:
- English
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Following are the typical users of the PlanMagic Finance Pro:
- Self-Employed , Small-Business , Midsize-Business
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