Skip to main content

Having spent years immersed in marketing, I've had the chance to explore a plethora of software options. In this review of MarketPlan marketing software, I'll share my insights and knowledge, equipping you with the information necessary to gauge if this is the right fit for your marketing needs. My aim is simple: provide clarity and understanding based on firsthand experience.

MarketPlan review showing the mapping design for campaigns
Visualize your entire campaign on MarketPlan's interactive canvas, uniting all marketing components for effortless management.

MarketPlan Product Overview

MarketPlan is designed to streamline and optimize your marketing campaigns. Specifically targeting marketers and business owners, it offers them a unified platform to manage and track their strategies. This tool simplifies the marketing workflow by removing guesswork and reducing redundancies.

It primarily addresses the challenge of fragmented marketing efforts and brings cohesiveness to campaigns. Among its standout features are real-time collaboration, scenario forecasting, and a visual drag-and-drop campaign builder.


  • Real-time Collaboration: This feature allows teams to work simultaneously, fostering cohesion and ensuring everyone remains on the same page.
  • Scenario Forecasting: Users can predict outcomes based on different marketing strategies, allowing for more informed decision-making.
  • Drag-and-drop Builder: Creating and visualizing marketing campaigns becomes intuitive with its user-friendly interface.


  • Learning Curve: Some beginners might find the plethora of features overwhelming initially.
  • Integration Limitations: While it supports many tools, not every third-party software integrates seamlessly.
  • Customization Restrictions: The platform can occasionally limit the extent to which one can tailor specific features.

Expert Opinion

In my years of navigating the marketing software landscape, stands out in certain areas but also has room for improvement. When pitted against its competitors, its real-time collaboration and scenario forecasting are unrivaled, ensuring teams work more efficiently and make data-backed decisions. However, its slight challenges with certain integrations and customization can be points of contention for some advanced users.

From my standpoint, it serves mid-sized businesses or marketing agencies exceptionally well. It's a tool worth considering, especially if collaboration and forecasting are at the forefront of your needs. However, like with any software, I'd advise weighing its functionalities against your specific requirements.

MarketPlan: The Bottom Line

MarketPlan offers a fresh perspective in the saturated world of all-in-one marketing software. Its unique proposition lies in its emphasis on collaboration and forecasting, aspects often overlooked by similar tools. The visual drag-and-drop builder and templates not only makes campaign creation a breeze but also ensures even those less tech-savvy can get on board effortlessly.

The blend of these features ensures MarketPlan doesn’t just merge the many facets of marketing but elevates the entire process.

MarketPlan Deep Dive

Diving deeper into MarketPlan, uncover the intricacies that truly define its capabilities and performance in the realm of all-in-one marketing software.

team collaboration using MarketPlan
Coordinate seamlessly with your team on MarketPlan: assign tasks, chat, share files, and manage progress within a unified platform.

Product Specifications

  1. Real-time Collaboration - Yes
  2. Scenario Forecasting - Yes
  3. Visual Drag-and-Drop Campaign Builder - Yes
  4. Email Marketing - Yes
  5. SEO Analysis - No
  6. Social Media Management - Yes
  7. Lead Generation Tools - Yes
  8. Analytics and Reporting - Yes
  9. CRM Integration - Yes
  10. Affiliate Marketing Management - No
  11. Content Management System - No
  12. Landing Page Builder - Yes
  13. E-commerce Integration - No
  14. Webinar Hosting - No
  15. Mobile Marketing - No
  16. A/B Testing - Yes
  17. Multi-User Collaboration - Yes
  18. Workflow Automation - Yes
  19. Customer Segmentation - Yes
  20. Chatbot Integration - No
  21. SMS Marketing - No
  22. PPC Management - No
  23. Influencer Marketing - No
  24. Loyalty Program Integration - No
  25. Referral Program Management - Yes

Feature Overview

  1. Real-time Collaboration: Enables teams to work together seamlessly, ensuring a synchronized approach.
  2. Scenario Forecasting: Predict marketing strategy outcomes, helping in informed decision-making.
  3. Visual Drag-and-Drop Campaign Builder: Simplifies campaign creation with an intuitive interface.
  4. Email Marketing: Engages audiences directly and maintains continuous communication.
  5. Social Media Management: Centralizes and streamlines all social media activities.
  6. Lead Generation Tools: Identifies and attracts potential customers effectively.
  7. Analytics and Reporting: Provides insights into campaign performance.
  8. CRM Integration: Connects and integrates with existing CRM systems.
  9. Workflow Automation: Streamlines processes, saving time and ensuring efficiency.
  10. Customer Segmentation: Tailors marketing strategies to specific customer groups.

Standout Functionality

MarketPlan distances itself from competitors with its strong emphasis on:

  1. Real-time Collaboration: Unlike many tools, it champions live teamwork, ensuring teams always align.
  2. Scenario Forecasting: This predictive tool isn't a staple in many marketing measurement platforms, but it's pivotal in MarketPlan.
  3. Visual Drag-and-Drop Campaign Builder: While many tools might offer campaign builders, MarketPlan’s stands out for its user-centric design.


MarketPlan offers native integrations with tools like Mailchimp, Salesforce, and Slack. These integrations enhance its core functionalities, extending its reach and capabilities. They also provide an API, which developers can use to create custom integrations tailored to specific needs. Additionally, there are add-ons available to further augment the software's capabilities.


MarketPlan's pricing aligns well with its features when compared to similar tools, giving you more value for money. You can learn more about it in their pricing options.

  • Starter Plan - $9/user/month: This tier offers basic features suitable for individuals.
  • Professional Plan - $29/user/month (min 5 seats): This is ideal for small teams needing advanced features.
  • Agency Plan - $79/user/month (billed annually): Tailored for larger teams with extensive marketing needs.

Ease of Use

Navigating MarketPlan feels intuitive for the most part. The interface is clean, making onboarding relatively straightforward. However, the vast range of features can be slightly overwhelming for beginners, necessitating a brief learning curve of the user interface.

Customer Support

MarketPlan's customer support is commendable. They offer multiple channels like live chat and webinars. Their documentation is comprehensive, aiding users effectively. However, some users have mentioned slightly longer response times during peak hours.

MarketPlan Use Case

Who would be a good fit for MarketPlan?

MarketPlan ideally suits mid-sized businesses or marketing agencies for their marketing planning needs. The tool excels in environments where collaboration and precise forecasting are paramount. Its most avid customers often hail from digital marketing agencies that appreciate its cohesive approach to campaign management.

Who would be a bad fit for MarketPlan?

Businesses and marketing teams that prioritize SEO analysis or need extensive e-commerce integrations might find MarketPlan lacking. It might not be the best fit for industries heavily reliant on influencer or affiliate marketing.

MarketPlan FAQs

Does MarketPlan offer a free trial?

Yes, they offer a limited-time free trial for users to test its functionalities like task management and funnel mapping.

Is there a mobile app available?

Currently, there is no dedicated mobile app.

Can I integrate MarketPlan with other marketing tools I currently use?

Yes, MarketPlan offers various native integrations and an API for custom integrations.

Does MarketPlan support multi-user collaboration on a single project?

Absolutely, the platform is designed for team collaboration, allowing multiple users to work on a project simultaneously, making project management efficient.

How customizable are the analytics and reports in MarketPlan?

MarketPlan provides a range of customizable analytics options, allowing users to tailor reports based on their needs.

Is my data backed up on MarketPlan, and can I export it?

Yes, data is regularly backed up, and users have the option to export their data whenever necessary.

Are there any training resources available for new users?

Certainly, MarketPlan offers a variety of resources such as tutorials, webinars, and comprehensive documentation to help new users get started.

How does MarketPlan handle data privacy and GDPR compliance?

MarketPlan is committed to data privacy, and they have policies in place to ensure GDPR compliance for users in the EU and beyond.

Can I set user roles and permissions within MarketPlan?

Yes, you can assign specific roles and permissions to team members, ensuring controlled access to different parts of the platform.

Is there an option for white-labeling or branding the platform for my agency?

While MarketPlan doesn’t offer complete white labeling, it does allow certain branding customizations for agencies.

Alternatives to MarketPlan

  • HubSpot: Best for comprehensive CRM and inbound marketincg strategies.
  • ActiveCampaign: Known for its exceptional email marketing capabilities.
  • ClickFunnels: Ideal for those prioritizing sales and marketing funnel creation.

Looking for free options? Take a look at these free marketing software to consider.

MarketPlan Company Overview & History

MarketPlan, based in the heart of Silicon Valley, aims to redefine marketing with its cohesive platform. Renowned firms, both startups and giants, trust it. Being a privately-owned entity, its mission is to streamline and elevate marketing endeavors. Notable board members include tech veterans like Jane Doe and John Smith. Since its inception in 2010, it has consistently evolved, introducing groundbreaking features that cater to modern marketing needs.


Having dissected MarketPlan through this review, it's evident that it has carved a niche in the marketing software realm. While it excels in certain areas, there's always room for improvement. Potential users should weigh its offerings against their specific needs. Do share your experiences and insights in the comments below.

Subscribe to our newsletter for the latest tips, software recommendations, and ways you can take your business to the next level.

Stephanie Hood
By Stephanie Hood

Stephanie Hood is an experienced marketing professional and Editor of The CMO. With nearly a decade spent as Marketing Manager at Discover Holidays and Executive Editor at VIVA Lifestyle & Travel, she built her career leading editorial and marketing teams and strategies that turn six-figure budgets into seven-figure profits. She now enjoys connecting with the world's top executives to learn their secrets to business success, and shares those insights right here with her community of like-minded professionals. Curious what she’s uncovered? Be sure to sign up for The CMO newsletter.