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LivePlan Comparison

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Overview

LivePlan is a business plan creation solution, designed for small businesses and entrepreneurs, with step-by-step planning...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$20/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

74

23

4

2

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

I love that I can change and expand my business plan at any time. I can also share my plan with potential investors and feel confident that it is both organized and professional.
The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy.
I like the ease and simplicity of building the projections and adjusting them with different scenarios.

Cons

Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.
The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest.
I had a hard time going back to the plan - and comparing how i was doing in the forecast.
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features37
  • API
  • Accounting Integration
  • Activity Dashboard
  • Assignment Management
  • Benchmarking
  • Budgeting
  • Business Analysis
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Customizable Templates
  • Dashboard Creation
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Drag & Drop Interface
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Goal Setting / Tracking
  • Milestone Tracking
  • Multi-Currency
  • Performance Reports
  • Planning Tools
  • Progress Tracking
  • Project Templates
  • Real Time Data
  • Real Time Monitoring
  • SSL Security
  • Sales Forecasting
  • Scenario Planning
  • Strategic Planning
  • Task Management
  • Template Management
  • Third Party Integration
  • Visual Analytics

Integrations

  • Total integrations7
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

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