Resources - Planr

Platform

Platform

Overview

Product Tour

Capabilities

Pipeline Management

Dive deep into your sales pipeline with Revoper’s advanced analytics.

Conversion Rate Optimisation

Uncover the true performance of your sales funnel with detailed conversion rate analysis.

Capabilities

Predictive Sales Forecasting

Leverage the power of AI to predict your booking forecasts with unparalleled accuracy.

Dynamic Deal Tracking

Stay on top of every deal with Revoper’s dynamic tracking.

Capabilities

Sales Rep Capacity

Instantly understand how each rep is performing, what they’re projected to achieve, & where they can improve.
Solutions

Use Cases

Portfolio Management

Due Diligence

Rev Ops

Predictive Forecasting

CRM Integrations

HubSpot

Salesforce

Zoho

Pipedrive

Zendesk

Freshworks

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RevOper vs Clari

RevOper vs Gong

RevOper vs PeopleAI

RevOper vs Chorus

RevOper vs BoostUp

Revoper vs Aviso
Pricing
Company
Resources

Insights

Where industry research meets transformative thought leadership

What's New

Innovation never rests, and neither does our commitment to enhancing your Revoper experience

Whitepapers

Access cutting-edge insights and strategies that fuel your revenue growth journey.

Product

Portfolio Monitoring

Establish a robust data-driven foundation by integrating key financial data effortlessly.

Value Creation

Layer in CRM data, unlocking a forward-looking perspective on your portfolio’s performance.

AI Powered Analytics

Compare performances, utilize predictive analytics and establish robust fund reporting.

LP Reporting

Effortlessly customize and automate your LP reports, maintaining full control over stakeholder communications.

ESG Reporting

Centralize ESG data and customize your reports to meet evolving standards while maintaining complete control.

Secure Data Management

Safeguard your data with enterprise-grade technology, encrypted transmissions, and continuous monitoring.

Integrations

Effortlessly import data across all your business systems within a matter of minutes using our suite of integrations.

Case Study: Calligo

How Planr transformed Calligo’s revenue performance.

Case Study: TDS

How proof of future revenue performance secured TDS’ buy-out

Case Study: Scorebuddy

Empowering Scorebuddy with precision sales & revenue insights through AI
Solutions

For Private Equity

One platform for investment, value creation, and finance teams to collaborate with consistent and trusted data.

For Companies

RevOps Simplified. Get instant access to an intelligent view of your pipeline & sales team performance using understandable AI.

Pricing

One unified platform, customizable to meet your needs.
Services
About Us
Resources

Ultimate Buyer’s Guide for Portfolio Management Systems in Private Equity

Download Buyer’s Guide Executive Summary Traditional systems and processes that rely on Excel and PowerPoint are no longer sufficient. Firms need tools that not only …

Finalists at the 2024 Drawdown Awards for the Second Year Running

Planr Named Finalist at the 2024 Drawdown Awards for the Second Year Running We are excited to share that we have been named a finalist …

Breaking Through The Data Barrier

The private equity industry has recognized the potential of data analytics for value creation, yet the research findings reveal a widespread ineffective utilization of these tools.

To gather the insights presented in this research, we conducted interviews with industry experts and surveyed 150 individuals working in private capital firms across the UK & USA.