Managing your marketing plan and budget can get overwhelming, especially when you have to pull financial data from multiple sources and campaigns.

That’s why Allocadia came up with a cloud-based solution designed for budgeting and planning. The software connects to data from your CRM, finance, and marketing software, which offers a 360-degree view of your marketing ROI.

In this post, we’ll offer a full review of Allocadia – and how your company may be able to benefit from the system.

About Allocadia

Allocadia is based in Vancouver, British Columbia. Founders (and twin sisters) Kristine Steuart and Katherine Berry built the business to solve a big pain point for business owners. Allocadia serves several leading global enterprises, in addition to many smaller companies.


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Elevator Pitch: Allocadia is a cloud-based system designed for marketing budgeting and planning that pulls in data from your CRM, finance, and marketing software, giving marketers visibility into their marketing investments, results, and performance.

How it Works

Managing marketing plans and budgets can be challenging for any company. Allocadia is designed to help your company overcome this challenge with a system that combines the data you need with the visibility you’ve been searching for. Here’s how their model works:

1. Enter your marketing plan and budget into Allocadia’s cloud. Connect your finance, CRM, and marketing software to Allocadia.

2. Allocadia pulls information together into powerful dashboards, offering a better understanding of your marketing’s return on investment. You’ll gain a clearer picture of what is working and what needs improvement.

My Thoughts on Allocadia

I like that Allocadia solves allocadia logosome big issues for marketing planning and analysis. This system makes it much easier to get a grasp on what is and isn’t working for a company. With proper understanding and use of the statistics provided, Allocadia can help companies ensure that they are making the most of their marketing dollars. The company offers great training and customer assistance, including online community support and educational webinars.

Special Offer

Request a free demo to see how Allocadia could benefit your marketing team. In addition, you’ll receive a complimentary budget review from Keener Marketing Solutions to evaluate how cloud-based budgeting could benefit your company. Click here to learn more and submit the form.

Learn More About Budgeting Automation


Matt Keener is the original "Executive in Sweatpants," having built a successful online consulting business (from home). His best-selling book offers tips for capitalizing on outsourcing and freelancing. Matt holds an MBA and has been featured by many recognizable brands, including Upwork (formerly oDesk), Elance, Insightly, the Dave Ramsey Show, and

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