Planful vs CallSource Comparison

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Overview

Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

CallSource is a performance management solution designed to help businesses of all sizes manage processes related to call...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.2

(30)

5

4

3

2

1

8

21

0

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

114

48

20

5

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.
The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.
OVerall is a great tool for the ease of standardizing and managing our reports.

Pros

The representative is my favorite, she is encouraging and nice and I have noticed that without even trying, I am doing better because I think about it more often.
Call Source has so many option to help improve productivity, training, and customer service. Very impressed with the various ways I can improve our business.
When I was first introduced to the company I was super excited about all the features, the benefits and the fact that it would minimize the amount of calls that I would have to listen to.

Cons

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors.
It can be difficult to set up a report template. Once set it is good and there are no worries.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Cons

The only thing I disliked was that there was no phone calls for me to review with the rep we had to use my co-workers.
Billing has been a challenge, over charged on several occasions.
They run the calls through a relay which is confusing for some.
  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features12
  • "What If" Scenarios
  • Activity Tracking
  • Alerts / Escalation
  • Auto-Responders
  • Automatic Notifications
  • Budget Control
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tracking
  • Campaign Analysis
  • Campaign Management
  • Consolidation / Roll-Up
  • Conversion Tracking
  • Cost Analysis
  • Customizable Reporting
  • Financial Analysis
  • Forecasting
  • IVR / Voice Recognition
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Performance Management
  • Profit / Loss Statement
  • Project Budgeting
  • QuickBooks Integration
  • Ratings & Reviews
  • Real Time Monitoring
  • Real Time Reporting
  • Sentiment Analysis
  • Third Party Integration
  • Trend Analysis
  • Total features25
  • "What If" Scenarios
  • Activity Tracking
  • Alerts / Escalation
  • Auto-Responders
  • Automatic Notifications
  • Budget Control
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Tracking
  • Campaign Analysis
  • Campaign Management
  • Consolidation / Roll-Up
  • Conversion Tracking
  • Cost Analysis
  • Customizable Reporting
  • Financial Analysis
  • Forecasting
  • IVR / Voice Recognition
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Performance Management
  • Profit / Loss Statement
  • Project Budgeting
  • QuickBooks Integration
  • Ratings & Reviews
  • Real Time Monitoring
  • Real Time Reporting
  • Sentiment Analysis
  • Third Party Integration
  • Trend Analysis

Integrations

  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations6
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Planful vs. CallSource

See how Planful and CallSource stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.