Palo Alto Software

LivePlan


4.5 / 5
43 reviews

Who Uses This Software?

LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.


Average Ratings

43 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.95/month/user
  • Pricing Details
    $19.95 per month or $139.95 annual
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Palo Alto Software
  • www.paloalto.com
  • Founded 1988
  • United States

About LivePlan

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business. Less than $20/month.


LivePlan Features

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

LivePlan Reviews Recently Reviewed!


Capterra loader

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

Mar 28, 2018
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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

LivePlan takes the intimidation out of writing a business plan!

Oct 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really liked working with LivePlan to build a business plan. LivePlan helped me with having a template available to build my business plan upon. I thought writing a business plan would be something I would have to outsource and get help with. LivePlan allowed me to take control of writing and creating my own business plan. 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.

Cons: I would like if the software would integrate with my accounting software, that way I can see in realtime how my cash flow is cooresponding with my company goals.

Overall: LivePlan is helping my business grow because I am able to stay organized with goals and milestones as we are meeting them. I can see firsthand what is allowing my company to grow and where we need to make changes to be successful.

A business plan software that anybody can use.

May 19, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

LivePlan is an excellent business planning solution

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Capterra loader

Shocking service.

Aug 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's clean, attractive, and easy-to-use.

Cons: It is subscription based and not cheap, however, I was shocked at how quickly and easily they refunded and cancelled my subscription after my request since I had not used it in over a year (Thanks Chris!)

Overall: It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance. 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. Highly recommend this software.

Capterra loader

The best software for making business plan

Nov 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Very easy and flexible software

- Its an excellent software for making business plan without the hassles of learning excel formula

- Very easy depiction of balance sheet and P&L statement and auto generation

Cons: - There is absolutely nothing I don't like about this software

Overall: It has been a great experience to create business plans on the fly and also to track the actual results against your plan

Excellent Business Plan Writing and Easy Forecast Models

Jun 18, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall the software excellent. I wish I could get my customers to utilize it more on a consistent basis.

Pros: LivePlan takes you through the process of writing a business plan and putting together financial forecasts in an easy, step-by-step manner. Built in benchmarks are great for planning and analysis. The Pitch is excellent for summarizing the focus of any business. QuickBooks integration and Financial Dashboards are outstanding tools for tracking actual vs. budgeted income and expenses. The milestones are perfect for keeping everyone on task.

Cons: Could have better interface and step-by-step instructions for the assets and liabilities - how the items in QBO relate to LivePlan. The financial portion of the plan could be better formatted when printing.

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

Dec 23, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: 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.

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

Sep 22, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: - 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.

Capterra loader

My Go To Software For My Clients

Jun 01, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can produce a business plan for my clients extremely quick using LivePlan. I have used it on startups and other business types, in different industries.

Cons: The template choices and overall look and feel of the templates I would like to see improved much more.

Overall: The ability to provide a workable and successful business plan.

Business Helper

Jan 27, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Perfect for budgeting and our financials.

Overall: 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.

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

Oct 12, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Palo Alto Software on October 13, 2017

Thank you Amy, we greatly appreciate your feedback!

Capterra loader

Best software in financial management

Jun 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The price set to pay for in order to use the software is friendly

There is training on site afforded by the developer

There is online support available to help new users

Cons: It is not easy to integrate this software with other business plan software that were available for use by the company before moving into this one

Overall: I can change the structure and model of our business much easier and accurate

Beautiful and Well thought out planning software

Jan 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to Use

Clean Interface

Beautiful Outputs

Cons: Haven't found one yet

Overall: 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

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

Vendor Response

by Palo Alto Software on January 13, 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

Easy way to keep track of a constantly changing business structure

Mar 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: When we found LivePlan we were looking for an easy way to record our business structure so that we could show it to stakeholders. This application turned out to be a great tool for that task. We enjoyed it enough to where we keep our account going and now we regularly update our structure to make it easier to have conversations with potential investors, our banker, and other stakeholders.

Cons: The ability to collaborate sounds nice but the price associated with doing this makes it slightly prohibitive to us at this point. Perhaps in the future when we expand our business and the potential for a spin off becomes viable we might use this feature.

Jul 30, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Capterra loader

I Loved this software to get my ideas off the ground

Sep 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I think this is a great guide to get you in the planning aspect of any business. It forces you to go through the process and make sure you have clarity in your ideas, so that it all fits together nicely and aligns well.

Cons: I had a hard time going back to the plan - and comparing how i was doing in the forecast. I think that in any project one is extremely positive at getting the right results easily, but that is not the case in reality. That is not the plans fault though.

Overall: Positive. Once we wrote out a business plan for a project that never got off the ground. I was grateful. Had we not developed the business plan - we would have gone into a very unprofitable venture.

Intuitive and highly recommended.

Apr 23, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Great guidance notes and examples for each step/module make this an education as well as tool.

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

Recommendations to other buyers: 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.

Fantastic Product

Jan 19, 2012
5/5
Overall

Comments: 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.

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

Jun 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Business forecast on a whole new level

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its a perfect tool to forecast and plan business financial data. It has a lot of configurations for you to input different types of revenues and expenses. Set your initial balances and even configure EOY taxes. For startups this tool is extremely useful as it will help you forecast the first 1-2 years of operation with ease.

Cons: The real problem is tracking data of forecast vs real data. Luckly we use xero so we can sync our real data but for some reason, it's not easy to do. There are no reports of any sort that let you export and make specific analysis.

Great business plan software

Oct 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Terrible Support...

Sep 16, 2013
1/5
Overall

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

Pros: Good vision.

Vendor Response

by Palo Alto Software on September 21, 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

Like this product alot

Apr 06, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Vendor Response

by Palo Alto Software on January 13, 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

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

Nov 16, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

I completed my business plan in about a week

Oct 07, 2013
4/5
Overall

Comments: 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!

It helped me create a precise plan

Jan 20, 2013
5/5
Overall

Comments: 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

Capterra loader

Drafted a BP in less than 4 hours

Jun 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: When you need to prepare a Business Plan and you want to do that togheter with other people and you want to share it with external people use LivePlan and to everything from a single platform.

Cons: I would like to have the possibility to personalize a lot more the layout to print the completed Buiness Plans.

Straight-Forward Business Plan Assistance

Nov 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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.

Apr 29, 2016
5/5
Overall

Simple and easy to use

Feb 20, 2012
5/5
Overall

Comments: 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

Capterra loader

good business planing prog

Jun 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can produce a business plan for my managers very quick . I have used it on my new buying projects and other business types

Cons: This software have an every month payment type but I think that the idea of paying by the year is a great though

Overall: quick planning

Very easy to use

Apr 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use software, well written, it has videos to help guide you thru writing your business plan, export as PDF and much more

Cons: There really isn't much this software can't do as far as business plan creation goes. Haven't found any negatives yet

one of the most professional business plans tool out there

Oct 03, 2013
5/5
Overall

Comments: 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.

Jun 26, 2018
5/5
Overall

Sep 02, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

A revalation

Dec 21, 2015
5/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

5 / 5
Value for Money

Comments: 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.

Aug 29, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Fast well organized bplan

Mar 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: No bloated spreadsheet or redundant questions. They know what is important and what is unnecessary. Wish I had not used other solutions earlier

Sep 27, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Really cool to use.

Jan 18, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Aug 30, 2016
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Aug 30, 2017
1/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money