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10+ Liveplan Alternatives and Competitors

Liveplan

5 User Rating
$15 M Revenue
108+ No of Employees
1983 Founded
SaaS Industry
Sales Forecasting Software Category
Sabrina Parsons CEO
Overview

LivePlan is a unique sales forecasting software that is tailored for startups and small businesses. The platform enables users like you to accelerate the plan creation process so that you can directly forward it to your sales and marketing teams. Additionally, LivePlan provides you with tools for automating financial reporting and budgeting. Get things done more efficiently and effectively with LivePlan. Since its release in the market, LivePlan has been aiming to help small businesses succeed through its comprehensive solutions. With LivePlan's extensive sales forecasting solution, businesses can truly establish solid sales forecast management as their cornerstone, allowing them to create a comprehensive business plan with financial projections. LivePlan's unique and simple approach to providing sales forecasting makes the application perfect for various operations. Today, with over 200,000+ users that trust LivePlan with sales forecasting processes, the software is considered one of the best sales forecasting platforms for businesses, competing against other platforms like Copper, Salesmate, Anaplan, Salesforce Einstein Analytics, Freshsales, Pipedrive, and InsightSquared Sales Analytics.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Copper Sales Forecasting 4.8 Dennis Fois $19 2014 $41.6 M 50+ San Francisco 100+ Reviews 2000+
Salesmate 4.6 Samir Motwani $15 2016 $2 M 140+ North Carolina 5460+ Reviews N/A
Anaplan 4.6 Frank A. Calderoni $7 2006 $398 M 1299+ San Francisco 3500+ Reviews 1250+
Salesforce Einstein Analytics 4.5 Bob Stutz $25 1999 $57.2 M 49000+ San Francisco 3790+ Reviews N/A
FreshSales Sales Forecasting 4.6 Girish Mathrubootham $18.35 2010 $100 M 1000+ California 1879+ Reviews 40000+
Clari 4.5 Andy Byrne $80 2012 $39.4 M 277+ California 3699+ Reviews 300+
Nutshell 4.5 Joe Malcoun $22 2009 $4.7 M 29+ Michigan 3000+ Reviews 3000+
Pipedrive Sales Forecasting 4.1 Raj Sabhlok $12.50 2010 $86.6 M 600+ New York 1897+ Reviews 50000+
InsightSquared Sales Analytics 4.3 Fred Shilmover Custom 2010 $9 M 151+ Boston 2900+ Reviews N/A
Vanguard 4.2 Rob Custom 1975 $2 B 50+ Valley Forge 1890+ Reviews N/A

Pricing

Per month
  • $20/mo
6-Months
  • $18/mo
Annual
  • $15/mo

Reviews

“ Go from business idea to business plan fast. Super easy to use ”

4.75/5 (overall) - Nicholas Salter
Pros:
  • The software has great tools to help along the way. I had never written a business plan before, but using the software made it very easy with plenty of help and examples to create my own.
  • The end product is very detailed and professional looking. The best part of the software was the easy walk-through process, it made it very easy to enter data and return to revise it later.
Cons:
  • The real problem is tracking data of forecast vs real data.
  • It is a little difficult to try and figure out even after watching the tutorials.

“ Best Planning Software for a Small Start-Up ”

4.5/5 (overall) - Laurie Schive
Pros:
  • The end product is very detailed and professional looking. The best part of the software was the easy walk-through process, it made it very easy to enter data and return to revise it later.
  • I purchased this to help create a business plan and it may work for other businesses but the help given was mostly for retail companies. Not much help for an insurance agency.
Cons:
  • No option to upload figures from a file if you don’t use QuickBooks online or Xero accounts.
  • I ended up cancelling because I saw no point on paying for not using it at all.

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

3.75/5 (overall) - Lucy Beck
Pros:
  • This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way that helps you plan, budget and forecast.
  • I like the ease and simplicity of building the projections and adjusting them with different scenarios.
Cons:
  • It’s needed at the beginning, but not later.
  • The write up section is a bit limiting in certain aspects for example there are no font selection options if one wants to change to their company document preferred font style ( Century Gothic) as well as set my paragraphs as justified as opposed to left indented.

Features

  • Access Control
  • API
  • Analytics
  • Agile Software Development
  • Accounting Integration
  • Assessment Management
  • Automated Billing
  • Business Intelligence
  • Campaign Analysis
  • CRM Integration
  • Campaign Scheduling
  • Predictive Sales
  • Team Collaboration
  • Security

Images & Videos

Q & A

How much does LivePlan cost?

LivePlan offers you three different subscription options that you can choose to purchase, which is the Annual subscription at $15, the 6-Months subscription starting, $18, and the Pay-as-you-go subscription, which costs $20. Each of these subscription plans gives you the best LivePlan packages, including automatic financials, performance dashboards, guided plan builder, 500+ sample plans, forecasting tools, and live expert advice.

Does LivePlan offer any free trial?

LivePlan its own free trial access version that you enjoy through its 60-Day Money-Back Guarantee, which works like a free trial. This LivePlan access gives you a 60-day opportunity to enjoy all of LivePlan’s high-quality features. However, unlike any other free trial access, LivePlan requires its users a credit card to get started.

What type of payment methods accepted by LivePlan?

For payment methods, LivePlan accepts application purchases via Visa, MasterCard, American Express, and Discover credit cards. The application also supports payments through PayPal.

Is there any limitation for user access with LivePlan?

LivePlan offers two different user access for its services, which are the two contributors and unlimited guests. So that you can add up access to your LivePlan account, all you need to do is add your team or any particular person as contributors or guests.

Can I use my financial data from Xero or QuickBooks with LivePlan?

Absolutely! If you have any financial data from QuickBooks or Xero, LivePlan provides you the access to import your essential data and work with it. This feature is perfect for any business management, especially if you want to collaborate with your team. For Excel import access, on the other hand, LivePlan currently doesn’t support data importation.

Is LivePlan accessible on tablet or phone?

Yes! LivePlan can also be accessed on phone or tablet devices, through a mobile web browser. This access perfectly works for iOS running devices like iPad and iPhone, but for Android devices, there are still limitations as to the features

Alternatives

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