--- title: Place Reviews meta\_title: 'Place Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 30 reviews by the users' company size, role or industry to find out how Place works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 30 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Place Reviews & Product Details The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy. * * * Seller [Place Technology](https://www.g2.com/sellers/place-technology) Discussions [Place Community](https://www.g2.com/products/place-technology-place/discuss) Languages Supported English Solution Type All-in-One Overview by Brandon Metcalf (CEO at Place Technology) Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/place-technology-place/pricing) ## Top-Rated Alternatives [ ![Maxio](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maxio") Maxio 4.3/5(831) ](https://www.g2.com/products/maxio/reviews) [ ![Planful](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planful") Planful 4.3/5(508) ](https://www.g2.com/products/planful/reviews) [ ![Vena](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vena") Vena 4.5/5(480) ](https://www.g2.com/products/vena/reviews) [ View All Alternatives ](https://www.g2.com/products/place-technology-place/competitors/alternatives) ## User Insights Average based on 30 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 9/1/2023 "Subscription Billing and Revenue Management" 4/5 What do you like best about Place? The invoicing is much more efficient for our team having Place integrated with Salesforce. Place integration was a long process but the team assisted in every step along the way and continue to be availalbe as needed, finding solutions for problems that arise. Review collected by and hosted on G2.com. What do you dislike about Place? Like many tools integrated with Salesforce, there are limitations and the need for customization takes time. There's been an increase in education, but it's not always easy to understand how the system works on the back end. I don't always know if an automation or validation rule will cause a problem with Place functionality. On the upside, the CS team is always willing to help. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? A Salesforce- based solution to billing and revenue management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Small-Business (50 or fewer emp.) 7/31/2023 "Great Team to Work With" 3.5/5 What do you like best about Place? The people that work there. Every step of the way, we have enjoyed the people we have talked to and worked with. Makes the product that much better. Review collected by and hosted on G2.com. What do you dislike about Place? The product is still developing. But they're constantly listening to suggestions and keeping their minds open. Every business has different processes, and for the most part they're very accomodating of that. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? Being able to process subscriptions in Salesforce Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Wankel G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wankel G.") WG Wankel G. Senior Accountant Mid-Market (51-1000 emp.) 11/25/2020 "One of the best platform to move forecasting out of Excel spreadsheets" 4.5/5 What do you like best about Place? Financials are integrated into my company's Quickbooks Online software. I can click a transaction on PlaceCPM and it will direct me to the source entry in Quickbooks. That makes it easier to make adjustments and do financial analysis. Review collected by and hosted on G2.com. What do you dislike about Place? It will take some time to learn the in and out of this platform. Also, it lacks the cashflow presentation that accountants are used to seeing. I would love to see forecasted cash generated from operations, investing and financing. Review collected by and hosted on G2.com. Recommendations to others considering Place: The barebone structure of PlaceCPM should be enough for most small to mid-size businesses but a more complex financial structure would require customization, which the guys at PlaceCPM are ready to help. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? The biggest is being able to move out of spreadsheets and avoid the inconsistencies in formulas present in that format. PlaceCPM does the heavy lifting in distributing the income, expense and related cash movements into different months based on client and vendor payment setup. Review collected by and hosted on G2.com. Show More Response from Ben Sperry of Place [Editedit](https://www.g2.com/survey_responses/place-review-4495108/official_response/edit) We appreciate your feedback, Wankel! Partnering with customers like you helps us advance our product in meaningful ways. 5/25/2022 Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 3/22/2022 "Excellent Startup Forecasting Tool!" 5/5 What do you like best about Place? The reporting functionality provides me incredible insight into our forecasting that would not be available through using Excel alone. Both the P&L and cash forecasting is available allows great drill down functionality and flexibility. Review collected by and hosted on G2.com. What do you dislike about Place? They're new and still building out functionality. There are lots of things that more sophisticated software have readily available and Place is certainly in the process of building them all out, they just aren't all there yet. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? Definitely solving visibility issues I was having previously with my forecasting being done in Google Sheets and giving me the tools to have confidence in my reporting. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 3/22/2022 "Controller" 4.5/5 What do you like best about Place? I like that they are able to pull together our financial actual and forecasted data and the Saleforce opportunites together to help us plan for the future financial plan. Review collected by and hosted on G2.com. What do you dislike about Place? As a financial professional, I am still learning the Salesforce side of the process and how the setup effects the forecasts. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? It is allowing us better insight into sales, and expenses to plan our actions and activities in the future. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Karmel K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karmel K.") KK Karmel K. Controller Small-Business (50 or fewer emp.) 3/15/2022 "Very knowledgeable team, pleased with their attention to detail." 5/5 What do you like best about Place? I love the fact that I will no longer have to use my huge excel spreadsheet that has the potential of breaking/human error. Also, love on the spot reports. Review collected by and hosted on G2.com. What do you dislike about Place? I thought I would dislike the start of the process, but the team has made it very easy to move along. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? No more monster spreadsheets, yielding on the spot reports, cash and revenue forecasting Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in E-Learning](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in E-Learning") UE Verified User in E-Learning Mid-Market (51-1000 emp.) 3/16/2022 "Streamlined forecasting" 5/5 What do you like best about Place? The real-time forecasting capabilities from our Salesforce opportunities. Review collected by and hosted on G2.com. What do you dislike about Place? Hard to say really; there aren't many things I "dislike", the product is continuing to evolve and grow so some of the nuances I'd "like to have" are being contemplated for future release. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? Place has been instrumental in moving away from solely relying on excel spreadsheets for forecasting and modeling. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 9/22/2021 "Forecasting Made Easy" 4/5 What do you like best about Place? Easy to understand expense/revenue structure allows me to create and tweak forecasts without sifting through all the data available. Review collected by and hosted on G2.com. What do you dislike about Place? Load times on forecasts can be quite long. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? PlaceCPM allows for easy analysis of expenses, not just within a specific period but also by department or business segment. Review collected by and hosted on G2.com. Show More Response from Ben Sperry of Place [Editedit](https://www.g2.com/survey_responses/place-review-5015540/official_response/edit) Thanks for the feedback! We really value your partnership. 9/22/2023 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller CC Chad C. CEO Small-Business (50 or fewer emp.) 3/16/2021 "Great Integration" 4.5/5 What do you like best about Place? I wanted to have a single place to login to run my business. We use salesforce and have always been tying to find the way to integrate our quickbooks Review collected by and hosted on G2.com. What do you dislike about Place? I would like to see a little bit more customization on the reporting for the user. I would like the ability to pick and choose which GL accounts show up on cash flow reporting Review collected by and hosted on G2.com. Recommendations to others considering Place: If you are looking for a way to integrate your QB data into salesforce this is the place to go. I have looked at other integrations and have not been able to find anything that will give and predictive analysis like cash flow forecasting. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? single place to login for running my business. I can now see future cash flow by integrating my opportunities to automatically add records in my cash flow., Review collected by and hosted on G2.com. Show More Response from Ben Sperry of Place [Editedit](https://www.g2.com/survey_responses/place-review-4647717/official_response/edit) Thanks for the feedback, Chad! Glad to hear we've helped simplify your business processes. We're always working on new features/capabilities, so we really value your input on how to advance the product. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Amped H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amped H.") AH Amped H. Small-Business (50 or fewer emp.) 12/14/2020 "Best FP&A for Xero inside Salesforce" 4.5/5 What do you like best about Place? PlaceCPM really allows users to marry up their Salesforce data with accounting data to users a ver unique/insightful view of how a business is performing. I also really like how it allows us to forecast employees, manage their subscriptions and see the financial impact of these. Review collected by and hosted on G2.com. What do you dislike about Place? It can sometimes be a bit clunky with a lot of new objects and it can take a little while to get your head around. There needs to be work done on a knowledge base so that users can quickly reference how to fix errors and troubleshoot themselves. Review collected by and hosted on G2.com. What problems is Place solving and how is that benefiting you? We have realised the value of having a single source of truth for accounting & sales data. While we hear the buzz phrase "360 customer view" it is a lot harder to achieve than some might think. Place CPM has really helped with us getting close to a customer 360 view of all our data. Review collected by and hosted on G2.com. Show More Response from Ben Sperry of Place [Editedit](https://www.g2.com/survey_responses/place-review-4519314/official_response/edit) Thanks for the feedback! We recently rolled out a knowledge base (link below) for self-service issue resolution. Great to hear we've helped you get a more comprehensive view of your customer and financial data! [See how Place improved](https://support.placetechnology.com/) Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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