Marketing Planning Software

Funnel Plan

Name: Funnel Plan
Brand: align.me

Online planner that turns a sales and marketing strategy into a one-page plan

By align.me

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Project Management
Dashboard
Collaboration
Presentation Tools
+9 more

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TrustList summary

Funnel Plan is an online tool that guides users through a yearly sales and marketing plan. It uses a step-by-step approach and asks questions every business or sales leader should be able to answer. The result is a one-page plan that downloads as a PDF.

Features

Step-by-step planning: walks users through their yearly plan.
Sales target maths: works out how many deals must close.
Ideal client: helps define the target customer.
Problem statement: clarifies what problem the business solves.
PDF plan: exports the strategy on one page.

Who it works with

It is for business, sales and marketing leaders who want a clear plan for next year.

Summary written by TrustList from the business's own published information, Oct 2026.

Rankings

Funnel Plan is ranked on 2 TrustList rankings: #5 on 2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Funnel Plan has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Marketing planning software · 2 rankings

#5of 7
Web based cloud saas
It is the only one of the 7 here listing business plan templates and dashboard.
Of the 7 here, 6 also cover collaboration and 5 also cover project management.
Behind novabrand marketingportal, ahead of PushSend.
#5of 6
Collaboration
It is the only one of the 6 here listing financial projections and pitch presentation.
Of the 6 here, 4 also cover Budgeting/Forecasting and 3 also cover goal setting / tracking.
Behind novabrand marketingportal, ahead of IBM Marketing Cloud.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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Funnel Plan