Campaign Planning Software
Plan your B2B marketing programs and campaigns with a clear structure that makes it easier to build, budget, and track the work needed to hit your goals.
What is campaign planning software?
Campaign planning software helps marketing teams plan and manage campaigns and programs in a structured, consistent way. It provides a central place to organize marketing efforts, link them directly to business goals, and track execution.
Instead of juggling spreadsheets, slide decks, and shared folders, teams can build repeatable program structures, assign ownership, and track performance in real time. It ensures everyone is working from the same plan and that every campaign has a clear purpose, timeline, and expected result.
Structured campaign planning framework
Work with both traditional B2B marketing campaigns and Account Based Marketing (ABM) programs. Ensure every activity is tied to a strategy and has a defined owner, timeline, and objective.
Learn moreTrack performance automatically
Easily map your programs and campaigns to relevant data sources. Add campaign codes to automatically pull pipeline and revenue in real-time from your CRM system.
Start free trialABM programs with accounts
Build working Account Based Marketing (ABM) programs that link to actual accounts. Pull live account data from your CRM and select those in each program, then track associated pipeline and revenue data in real-time.
Start free trialIntegrated budget and resource planning
Set and manage budgets for strategies. Track planned vs. actual spend, and automatically see return on marketing investment (MROI) in dashboards.
Start free trialAvoid plan version control issues
Ditch shared folders and scattered documents. B2B Planr gives your whole team one shared, reliable program and campaign plan that's always up to date and easy to maintain.
Start free trialShared campaign calendar
Build, edit, and view marketing campaigns in easy to navigate tables and a shared calendar. See timelines of activity limited by date, strategy, or program so you can easily share views with stakeholders without needing to create calendars in spreadsheets or slides.
Start free trialB2B Planr works with your existing products.
Connect to your existing CRM with one-click. Using industry-standard oAuth authentication, you can grant B2B Planr access to only the relevant data in your CRM. Access is automatically maintained with the option for users to disconnect, or re-connect at any time. Access must be granted by a user with the necessary permissions in the CRM system.
“I used to waste hours copying and re-formatting plans from spreadsheets, slides, and project management boards. Now they're in one place and updated with actual results that are easily shared”
Frequently Asked Questions
Campaign planning software is included in B2B Planr, starting at £8 or $10 per month. Many larger marketing resource management systems can cost 5-figures in annual subscriptions, plus implementation and support costs. B2B Planr is self-service, ready to go for your business in minutes with support included in the cost.
Free 30-Day Trial. No credit card required.
Join the growing community of B2B marketers who trust B2B Planr to plan and track their strategies.
- Set goals and plan activities
- Track spend and results
- View in dashboards and calendars
“Many of our tools didn't integrate, which makes it challenging to get a holistic view of plans and campaign performance... this allows us to ensure we are allocating our money in the most efficient way possible”