Track business strategies, marketing plans, activities, budgets, and results all in one place.

B2B Planr allows teams to set a revenue goal for the business and map the strategies and objectives that support it. Each strategy can link to one or more programs, with their own defined tactics and activities. Planned and actual budgets can be tracked at every level, with results pulled directly from a connected CRM to maintain accuracy.

Plans can be shared with stakeholders in real time. Built-in filters and calendar views reduce reliance on spreadsheets and presentation decks, while dashboards highlight key measures such as marketing return on investment, planned versus actual spend, and program performance. This provides leaders with clear visibility into progress and areas that may need adjustment.

By combining plan documentation, budget management, and performance data in one place, B2B Planr gives teams a consistent framework for collaboration. Version control issues are removed, reporting is automated, and time spent consolidating plans is minimized.
Tayona Digital Ltd
2024
United Kingdom
10 Industries
1 Language
Industries
  • Business-supplies-equipment
  • Computer-network-security
  • Computer-hardware
  • Computer-networking
  • Computer-software
  • Facilities-services
  • Information-services
  • Information-technology-services
  • Management-consulting
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Windows
  • Mac
Support
  • Email
  • 24x7 Support
Training
  • Webinar
  • Documentation

Media

B2B Planr
B2B Planr
B2B Planr
B2B Planr

B2B Planr Core Features

Focus of Marketing Automation Feature
  • Analytics/ROI Tracking
  • Campaign Management
Focus of Strategic Planning Feature
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting
  • KPIs
  • Milestone Tracking
  • Modeling & Simulation
  • Scorecards
  • Strategic Planning
  • User Management

B2B Planr Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • 30 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Pricing Description
Simple & affordable pricing. No hidden extras for integrations, set-up, or data storage.

Individual Tier allows 1 team member to create, modify, and track plans with real-time data connections to a CRM.

Team Tier allows up to 10 team members to collaborate on plans and adds customizations such as brand colors and logos to personalize the application to the user's organization.

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B2B Planr Integration