The Fall Release is here! See what's new.

Sync accounting with Salesforce and make better business decisions, faster.

See your finances, operations, and customers from a new, 360° view.

Salesforce connects companies and customers
PlaceCPM connects accounting and Salesforce

Five-star Cash & Financial Forecasting on the AppExchange

Take the worry and complexity out of forecasting. PlaceCPM is built natively in Salesforce.

Front Office, Meet Back Office

Experience operational synergy across your organization like never before.

You've Found The Missing Link

Connected workflows give dynamic teams the up-to-date information they need to operate at the speed of business.

What Will You Do With Salesforce and PlaceCPM?

Forecast

Produce Accurate Cash Flow Projections

 

Dynamically Manage The Company P&L

 

Amplified Existing Accounting Workflows

 

Report

See Visual Insights On-Demand

 

Access In-depth Reporting

 

Control Who Sees What

Collaborate

Experience the Power of Unified Customer Account Data
 
360° Understanding and Collaboration

 

Generate Empowered Alignment

Integrate

Pre-Built Xero Integration at No Additional Cost

 

Work With a Seamless Salesforce-native Solution

 

"PlaceCPM is a lifesaver"

Angela Hood, CEO and Founder ThisWay Global

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What are you waiting for? Don't miss out on the opportunity to forecast with YOUR data in a FREE trial!

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