B2B Planr

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.