LivePlan

LivePlan

von Palo Alto Software

Wer verwendet LivePlan?

LivePlan hilft Einzelunternehmern und kleinen bis mittleren Unternehmen dabei, dynamische Geschäftspläne zu erstellen und die Leistung im Hinblick auf ihre Ziele zu verfolgen.

Was ist LivePlan?

LivePlan vereinfacht die Geschäftsplanung, Budgetierung, Prognose und Leistungsüberwachung für kleine Unternehmen und Startups. Lege Geschäftsziele fest, vergleiche die Leistung mit Branchen-Benchmarks und sieh alle deine Schlüsselnummern in einem benutzerfreundlichen Dashboard, damit du genau weißt, was in deinem Unternehmen passiert. Weniger als 20 US-Dollar/Monat.

LivePlan – Details

Palo Alto Software

http://www.paloalto.com

Gegründet 1988

LivePlan – Preisübersicht

LivePlan ist verfügbar ab 19,95 $/Monat. LivePlan bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für LivePlan findest du unten.

Startpreis

19,95 $/Monat
Preisinformationen

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

LivePlan Funktionen

Businessplan Software
Dashboard
Finanzprognosen
Finanzvorlagen
Fundraising-Management
Investor-Management
Kollaboration
Schritt-für-Schritt-Assistent
Stellplatz-Präsentation
Teilen in sozialen Medien
Vorlagen für Geschäftspläne

LivePlan – Nutzerbewertungen

Zeigt 5 von 81 Nutzerbewertungen

Gesamt
4.6/5
Benutzerfreundlichkeit
4.5/5
Kundenservice
4.5/5
Funktionen
4.5/5
Preis-Leistungs-Verhältnis
4.2/5

Best Planning Software for a Small Start-Up

Bewertet am 17.1.2020
Laurie S.
Owner
Essen & Trinken, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: LivePlan helped me create a workable, realistic strategic plan. After one year in business, I revisited the plan and saw that my projections on revenue, margins and start up costs were spot on, thanks in part to this great software tool. I recommended it it to several prospective bakery owners as a well-priced tool to start turning their dream into a viable business reality.

Vorteile: Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections. I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of. The templates were also very helpful to show me what a plan should look like.

Nachteile: I didn't like that the software didn't highlight at the beginning how to coordinate between my LivePlan line items and my Quick Bookls like items. It made using the review feature (to compare projections with performance) more difficult to use.

Antwort des Softwareanbieters

von Palo Alto Software an 21.1.2020

Thank you so much for the feedback Laurie - we greatly appreciate it!

Good for planning and forecasting, rubbish at Actuals to compare performance against plan

Bewertet am 28.3.2018
Lucy B.
Managing Director
13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Checked my business plan was viable, helped me clarify my thought processes. Gave me something to measure performance against.
Unfortunately doesnt integrate to Zoho Books (as of March 2018), nor is there any opton to import from a CSV or other spreadsheet format.
If you are a Xero or QB user you can link to get your actuals for comparison against plan, BUT proceed with caution. You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for. Its last 2 years plus current year and thats that. So if your business has changed significantly and you only want say last six months dat you cant achieve this

Vorteile: Cloud based, easy step by step process for planning for novices. Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast.
You can get into enormous detail if you want or build this up over time as you develop your thought process.

Nachteile: Where the product really falls down is when you want to compare with Actuals. It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all - current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example.
Whats worse is you cant roll back the sync - you have to manually delete all sync'd data.
Further if you dont use Xero or QBooks, there is no option to import from a spreadsheet - so again you need a data entry person to manually enter actual data unless you want to spend ages doing it yourself...
Very disappointed as up to this point had liked the platform.

Too expensive

Bewertet am 6.2.2020
Jeanette L.
CEO
E-Learning, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Ok to use but when done with the plan, there is not really a reason to keep paying.

Vorteile: Easy to use and good help for creating a Business plan

Nachteile: When you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment.

Antwort des Softwareanbieters

von Palo Alto Software an 10.2.2020

Thanks for your feedback Jeanette, we appreciate you taking the time to leave it!

Many people keep their subscription long term, because they use the Dashboard feature to track their progress, compare their actual results to their plan, and continually update their plan based on what they've learned from experience.

LivePlan is a great tool in this regard to manage your business if it is already running, or when you begin operations.

LivePlan is also non-contract, so you can use the software for as long as you like, and cancel when you need. So if you need it just to make one plan quickly, you are welcome to cancel when you are finished with no risk. You can also switch a monthly plan to annual billing later to take advantage of the savings offered there if you plan on using it for longer.

LivePlan Review

Bewertet am 8.1.2020
Verifizierter Rezensent
CEO
Erneuerbare Energien & Umwelt, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Software is good but for one job only. If the size of plant change I need to start all over. If it goes back to the initial plan I have to redo it all over again unless I have saved and downloaded the original version.

Vorteile: Easy to use and guide you to what it has to be done.

Nachteile: The fact that you can not make several business plans at the same time for example a business plan for a 300 ton per day plant and a business plan for a 1000 ton per day plant if I am building both plants at the same time.

Antwort des Softwareanbieters

von Palo Alto Software an 9.1.2020

Thanks for the feedback -

A standard LivePlan account includes one active company at a time but you can create as many companies as you want.

You may archive your current plan, then create a new plan. It's easy to switch back and forth between companies.

Here are detailed instructions from the Help Center:
Managing your companies, pitches, and plans (https://help.paloalto.com/hc/en-us/articles/115004655828-Managing-your-companies-pitches-and-plans)

If you need to be able to have multiple companies active simultaneously, you may upgrade your account.

Changing the number of active companies on your account (https://help.paloalto.com/hc/en-us/articles/115004922227-Changing-the-number-of-active-companies-on-your-LivePlan-account)

You may also choose to create multiple financial forecasts within one company:

Using multiple forecasts (https://help.paloalto.com/hc/en-us/articles/115004824088-Using-multiple-forecasts-to-create-scenarios)

seems like a scam

Bewertet am 20.2.2019
Verifizierter Rezensent
not telling you
Nanotechnologie, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
2/5
Gesamt
1/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
1/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: This depends on if I get my refund or not.

Vorteile: Well, the price seemed too good to be true, but I signed up anyway. Withing five minutes of signing up with my credit card and watching a couple lackluster videos and trying to find what I needed, I decided this wasn't for me. I proceeded to cancel, but it appears I cannot get my money back and I must wait one month for my subscription to cancel. How easy they taketh, but how difficult to returnth.

Nachteile: No robust, colorful, attractive. Videos a bit bland.

Antwort des Softwareanbieters

von Palo Alto Software an 21.1.2020

Hello anonymous,

We do offer a 60 day, no questions asked, money-back guarantee with any of our software. To receive this refund, one simply needs to contact one of our Customer Advocates by phone, email or chat during our normal hours of operation.

Please contact us directly (click the Contact Us link in the upper right hand corner of our website) and mention this reply to your Capterra review so we can discuss your situation further.

https://help.paloalto.com/hc/en-us/articles/115004948207-How-do-I-get-a-refund-using-the-money-back-guarantee-

Best regards,
Sean Serrels
Director of Customer Advocacy
Palo Alto Software, Inc. makers of LivePlan