LivePlan Software


 

LivePlan is a Web-based business software solution best suited for small and midsized organizations.

The software provides step-by-step instructions for everything from strategy planning and creating a pitch for funding to tracking progress. LivePlan includes more than 500 sample business plans with instructions and advice for creating each.

LivePlan includes a forecasting tool with built-in formulas and charts based on financial information. The financial plans can be compared with industry peers and averages.

This sytem can build a one-page infographic of business plans, which can be shared with lenders, investors, business partners or advisers. The pitch includes information such as the company summary, market problem, solutions, sales channels, marketing activities, financial projections and more.

The software also allows collaboration on all business plans so that team members can work together at the same time, and role-based access adds a layer of security.

 

LivePlan - Scoreboard
 
  • LivePlan - Scoreboard
    Scoreboard
  • LivePlan - Pitch creation
    Pitch creation
  • LivePlan - Features
    Features
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

28 Reviews of LivePlan

 

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Software Advice Reviews (2)
More Reviews (26)

Showing 1-2 of 2

Karen from Red Duck Foods
Specialty: Food & Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

LivePlan is an excellent business planning solution

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I love the output of LivePlan. The business plans and one-pagers look clean, modern, and professional. It's very simple to enter information about our business into LivePlan, and the software asks great questions.

Cons

If you already have a separate financial model or set of financial projections for your company, it can be difficult to enter them into LivePlan.

Review Source
 
 

Guy from Studio Hamilton Ltd
Specialty: Retail

April 2016

April 2016

Intuitive and highly recommended.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Great guidance notes and examples for each step/module make this an education as well as tool.

Likes Least

Integration with more accounting platforms would create more choice for compatibility.

Recommendations

There is nothing to fear with this; just make sure you check you have good accounting software and ask for compatibility! That's the only real point of improvement for a great system.

 
 
 
Showing 1-20 of 26

Chris from William Chrisman High School

January 2018

January 2018

Really cool to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This was a really cool product to sink my teeth into. I liked the features that it presented and customer service support as well.

Cons

This software is kind of costly and could be reduced. I think that the idea of paying by the year is great though.

Review Source: Capterra
 


November 2017

November 2017

Good Way to Get Started on a Business Plan if You Are Stuck

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

It helps you by creating a framework for your plan. It was much easier to get started than if I had been looking at a blank notepad. I have always found that structure helps me tackle tasks when I'm not sure where to start.

Cons

I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.

Review Source: Capterra
 

Lea from SAG

November 2017

November 2017

Straight-Forward Business Plan Assistance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

LivePlan provides straight-forward business plan development assistance. It overs suggested wording and information to help users navigate through the sections of the plan and organize their information easily.

Cons

The monthly subscription component, as well as some issues with customization, were challenges with this program.

Review Source: Capterra
 


October 2017

October 2017

Great business plan software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Fanstastic software that allows you to create a business plan step by step and offer you hints and tricks. Makes beautiful presentations!

Cons

It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.

Review Source: Capterra
 

Amy from Amy Gehling Consulting
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

As a novice business plan writer, this helped me make sure I was being thorough in my writing.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was able to quickly build a business plan even without having a lot of experience putting one together before, it definitely helped lower the barriers for me to begin writing.

Pros

I loved the financials section, this really helped me create the forecasts needed for my plan. The export feature was also easy to use and produced professional looking documents.

Cons

I think they could provide more use cases and samples based on industry for users new to writing business plans.

Review Source: Capterra

  Response: Palo Alto Software, Palo Alto Software

Date: October 2017

October 2017

 

Thank you Amy, we greatly appreciate your feedback!

 

John from Help Them HOPE
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Easy to use, with a range of features to create a business plan.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

- Saves Time
- While I don't believe in business plans for startups it gives a clear view for established companies.
- Gives a helicopter view of company's future plans.

Pros

- The accounting section, input a few numbers and hours of work is saved.
- The option to downgrade your account.
- Multiple heading and sections to choose from
- The option to create a pitch deck

Cons

- Some heading won't or are difficult to change.
- Formatting It's hard to track where your information is on the page, ie your last sentence might up on the first line of the next page.

Review Source: Capterra
 

Kelly from Person to Person, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Love this product!! Not sure how we survived without it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Cost effective. Professional business plan presentations. Very easy to use- just input your company details and it produces a professional plan you are able to present to others. I really like the financial forecasting and budgeting piece of the program.

Cons

I have a difficult time finding much I do not like about this program. The only thing I can think of as a suggestion would be to offer more examples or scenarios within the categories.

Review Source: Capterra
 

Dennis from Right Relief Health
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

A business plan software that anybody can use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A full business plan, and real projections of what is expected to be spent and what is expected to be made. After the projections the actual real numbers show, when conducted right the projections are accurate.

Pros

LivePlan is extremely easy to use and straightforward. The options are almost endless. Every aspect of a business plan can easily be addressed and completed with help from the software itself. Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature. Business summary, analysis, and the executive portfolio are all ready to be put together and turn out very well put together as well as the step by step process of putting together your business plan.

Cons

Limitations on time. Liveplan offers three options: 3 year, 5year, and 10 year projections. Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

Review Source: Capterra
 

crystal from Blount County SPCA
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Business Helper

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Cheap, easy to use and provided us with a plan that made sense. I don't know how else our business would survive without it.

Pros

Perfect for budgeting and our financials.

Review Source: Capterra
 

David from Woodbelly Pizza
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Beautiful and Well thought out planning software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We had always used spreadsheets or free templates until we tried "The business model canvas" we found in a book. Having that structure helped... but not as much as LivePlan.

These guys have been doing this for years and it shows from the thoughtful questions and input fields to the beautiful documents coming out the other end. We now know not to accept anything less when it comes to producing the kinds of documents that we need to get funded and keep on track

Pros

Easy to Use
Clean Interface
Beautiful Outputs

Cons

Haven't found one yet

Advice to Others

If you aren't constantly working on it, go month to month and turn it off when not in use.

Review Source: Capterra

  Response: Palo Alto Software, Palo Alto Software

Date: January 2017

January 2017

 

Thanks for the kind words, David! We're really glad to hear about how LivePlan has helped your team. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://pln.rs/david

 

Allan from Rappahannock Cellars
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2015

December 2015

Absolutely the stand-out business plan writing / sales forcasting / start-up tool available.

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).

Pros

Price is very affordable
Extremely rich feature set
Very flexible
Easiest and cleanest user interface
Fantastic examples
Rich and clean output

Cons

This software really only seems to lack a timeline option - you can't custom map a gantt chart for your project timeline. I had to go to another piece of software to get this element in place. But I used LivePlan for the rest of the business plan.

Review Source: GetApp
 


December 2015

December 2015

A revalation

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I've been using this with my accountant for a couple of months. It is intuitive to use and enormously thought provoking.
The structured layout speeds up and stimulates.
Highly, highly recommended.

Pros

Ease of use and guidance notes.

Cons

I haven't found it sooner.

Review Source: GetApp
 

Brant from ReliaBills

April 2015

April 2015

Like this product alot

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I Update my business plan annually. I like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money.

Review Source: Capterra

  Response: Palo Alto Software, Palo Alto Software

Date: January 2017

January 2017

 

Thanks for the kind words, Brant! We're really glad to hear about how LivePlan has helped you succeed with lean planning. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://paloalto-4.hs-sites.com/pr-opportunities-liveplan

 

Heidi

October 2013

October 2013

I completed my business plan in about a week

Product Quality

Product Quality
Quality

Excellent and easy to use!! I completed my business plan in about a week. The bank was impressed by the business plan and I secured my loan. With my initial plan complete, I now have a "compass" to constantly refer back to to keep me on track for growth and remind me of great ideas I intend to pursueThank you so much!

Review Source: GetApp
 

Decan

October 2013

October 2013

one of the most professional business plans tool out there

Product Quality

Product Quality
Quality

Business Plan Pro was definitely a major part in me getting an unsecured loan for the business. The bank said it was one of the most professional business plans they had seen.

Review Source: GetApp
 

Dave

September 2013

September 2013

Terrible Support...

Product Quality

Product Quality
Quality

Nearly impossible to get good support.. And nearly impossible to cancel the account once you decide to do so..

Pros

Good vision.

Review Source: GetApp

  Response: Palo Alto Software, Palo Alto Software

Date: September 2013

September 2013

 

Hi Dave,

We're very sorry that you were not satisfied with our customer support. Our team here in Oregon strives to provide direct and quick support for any of our customers needs, via phone, chat, online, and email communication. I'd like to personally offer to follow-up to help alleviate your issues.

Based on our call records, we see that someone from your company was able to get through with a question about account cancellation, and successfully cancelled the account less than an hour later. If there's anything else we can do to provide even better support, we would appreciate the opportunity to provide what you need.

In general, from the LivePlan tool to our individual customer service interactions, we make it our mission to help small businesses succeed. Again, we hate to hear of your difficulty, and hope to quickly and conveniently solve your issues.

Thanks, and we hope to hear an update soon, Dave,

--The LivePlan Tem

 

Rachid T.

January 2013

January 2013

It helped me create a precise plan

Product Quality

Product Quality
Quality

I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors

Review Source: GetApp
 

Helga D.

February 2012

February 2012

Simple and easy to use

Product Quality

Product Quality
Quality

LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun. I would highly recommend this product to anybody starting a business or revising their business plan

Review Source: GetApp
 

John

January 2012

January 2012

Fantastic Product

Product Quality

Product Quality
Quality

I really like Liveplan and I still do as I'm using it on a regular basis. Very easy to use, tons of examples in all the sections which is really helpful. I was able to share the plan with my colleague without giving him my login details which I found quite useful as my colleague is located abroad.

Pros

The price!!! I looked around and I think this app beats the others I looked at in terms of price for what is offered. Also the examples were a pro and definitely the financials. I hadn't a clue how to do them previously so that was a big help.

Cons

Nothing I really disliked about it to be honest.

Review Source: GetApp
 

Pavan I

September 2017

September 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp