LivePlan

LivePlan

Palo Alto Software
+
+

Related Products

  • WinMan ERP
    26 Ratings
    Visit Website
  • KPI Fire
    27 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Martus
    121 Ratings
    Visit Website
  • Quick Consols
    49 Ratings
    Visit Website
  • Budgyt
    272 Ratings
    Visit Website
  • Sage Intacct
    7,410 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Houzz Pro
    23,101 Ratings
    Visit Website
  • Plaid
    115 Ratings
    Visit Website

About

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.

About

Manage your sales, projects, finance, employees, customer support. Sell your products/services and get paid online — All within one system. Visualize planning, remove bottlenecks and errors caused by the lack of timely information. Context and function-based dashboards for a complete overview and delayed analysis of your business performance. Mission Control is the primary dashboard of each user. Your personal workspace in Workpark. Manage your check-in’s/out’s, track time, view announcements, work on your tasks and most importantly foresee your workload for the next 30 days. Watch company announcements right in your dashboard. Announcements are also available in the dock. Key business performance statistics for a quick catchup of daily and weekly activities across all teams. Mission control “My Work” is your personal workspace see your daily, Overdue and upcoming week’s tasks right in front of you regardless of which project they are from.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small-medium sized businesses, startups, entrepreneurs, business owners

Audience

SMBs in need of a Business Management platform that helps with the management of sales, projects, finance, employees and customer support

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20/month
Free Version
Free Trial

Pricing

$110 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Palo Alto Software
Founded: 1988
United States
www.liveplan.com

Company Information

Workpark
United Kingdom
workpark.io

Alternatives

Planium Pro

Planium Pro

Levant Software Technology

Alternatives

DS Premier

DS Premier

Digisoft Solutions
Bizplan

Bizplan

BizPlan
Infinity

Infinity

Infinity Innovations
BizPlanBuilder

BizPlanBuilder

Business Power Tools powered by Jian
Frank

Frank

KiteLabs
PlanMagic Business

PlanMagic Business

PlanMagic Corporation
MyClic

MyClic

Kubiweb

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan Features

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

QuickBooks Online
Asana
BambooHR
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
QuickBooks Commerce
QuickBooks Online Advanced
Salesforce
Slack
Trello
Xero
Zendesk
monday.com

Integrations

QuickBooks Online
Asana
BambooHR
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
QuickBooks Commerce
QuickBooks Online Advanced
Salesforce
Slack
Trello
Xero
Zendesk
monday.com
Claim LivePlan and update features and information
Claim LivePlan and update features and information
Claim Workpark and update features and information
Claim Workpark and update features and information