Who Uses This Software?

We work with with entrepreneurs, startups, and small businesses across the globe.


Average Ratings

11 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month
  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online
    Business Hours

Vendor Details

  • BizPlan
  • www.bizplan.com
  • Founded 2007
  • United States

About Bizplan

The Bizplan platform is a modern take on business planning tools featuring a guided builder, drag-and-drop modules, automatic financial projections, and team and investor collaboration capabilities. Bizplan is ideal for entrepreneurs, startups, and small businesses looking to develop short and long-term business plans.


Bizplan Features

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

Bizplan Reviews Recently Reviewed!


Capterra-loader

It's an easy drag and drop builder in creating a business plan!

May 16, 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: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is recommended to startups organisations since it is a builder. The financial projection feature is really good.

Cons: Needs more functionality added. Maybe an integration with payroll, invoicing software or timer will be helpful in the long run.

Intuitive and user friendly

Apr 09, 2018
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
Likely
Extremely
Likely

Pros: Intuitive and user friendly business plan generator. It also helps you with dynamic business plans that are always changing.

Cons: You could always just create a business plan for free. Without having to pay for any sort of software...

A product you can easily purchase on Envato for the same price.

Mar 22, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: I liked the concept of the product. It seemed like a great way to help startups organized but presenting parts of a business most don't think about.

Cons: The marketing materials was like a movie trailer. Looked fantastic, fit my needs. However, when I entered the product I saw that it was designed and built similarly to something you can easily find on Envato - a codeignitor php script you can purchase. It has design, functionality, and step by step process but it isn't a full fledged product and is a bit confusing. I can live with it, knowing that it was a one time purchase or so but what really got to me was their customer service.
I can live with customer service that have poor communication skills as long as I can get my issue resolved, but not only where they bad communicators, they were also not knowledgeable about the product. In the end, they blamed me for their own lack of resolve to help the customer and decided to keep my money and not refund me when I just paid to upgrade to a larger bundle.

Cool System For Analyzing Your Business

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I bought BizPlan through a 3rd party service that was running an incredible lifetime offer for the service. I've used it to analyze one my recent startups and judge how well it is doing. They system integrate with quickbooks which makes it easy to analyze your projections versus actual.

Cons: They system still needs some functionality tied in with quickbooks and probably payroll providers for some businesses. Customer support could also be a bit better.

Easy guided business plan and financial keeping for everyone who wants to plan a new company opening

Mar 07, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money

Pros: The separation in sections of the business plan to make it easy to compile and clear your idea from concept to further steps.

Cons: The financial part is complicated and some parts not so easy to understand. The lasck of tutorials or docymentation is one of the pain points.

BizPlan Review

Oct 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: We purchased BizPlan to help us build a business plan, because building a business plan is just as hard as building a business from scratch, or at least it felt that way.

We are required to build a business plan almost every quarter to submit to the bank for us to secure bank loans for the company. Therefore we where given the task to find a tool that was easy to use and help us with the process.

Having a living document that adapts to our needs as we grow as a company is one less thing we have to worry about. Adaptable, editable and overall ease of use

Cons: One major con for us is that this product is not scalable, and there is no free version to see if this product is right for you. This product is not compatible with mobile phones is the other down fall.

This can only be viewed by a laptop or computer.

Great Product with an Awesome Experience

Apr 17, 2017
5/5
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
Likely
Extremely
Likely

Pros: Easy to use. Great features. Beautiful Design.

Cons: Quickbooks actuals comparison is not as smooth as it could be. Undo is unavailable, so be careful before deleting a section of your plan.

Overall: Very similar to liveplan.com, Bizplan offers great business plan features. Creating your business plan and financial projections are pretty simple and straight-forward. Quickbooks comparison needs some work, but I love the design of this product.

However, best feature in my opinion: They give you a well designed, sharable webpage displaying your business plan in a beautiful design. This allows for dynamic, always updated sharing of your business plan without granting full-access or constantly downloading PDFs.

Recommendations to other buyers: Great system with a better experience than liveplan.com

Very solid and useful tool

Apr 17, 2017
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
Likely
Extremely
Likely

Pros: Adaptable, editable and overall ease of use

Cons: Certain aspects aren't scalable and we had a scare that our document was lost... seems we were hacked... There is an open ticket to look into this.

Overall: Building a business plan is just as hard as building a business itself. Having a living document that adapts to our needs as we grow as a company is one less thing we have to worry about.

Freemium Option

Apr 13, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: UI

Cons: Lack of freemium option

Overall: Love the product to create an amazing record of the company. Wish it had a free option that would allow for 1 user/1 company

Recommendations to other buyers: None

Bizplan makes planning a breeze

Apr 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We were looking for a tool to secure a bank loan, and Bizplan made it easy to create a professional looking proposal in no time. Just had to punch in our content and data, and out spits the templates and presentation.

Great concept, great financial tools - ability to customise lacking

Apr 13, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Conceptually I was really on board with the concept of business planning software, and I think there is a lot of potential for the product.

Feedback:
- Output of financial tools are incredible, really like the various views/breakdowns of financial forecasts - however, creating a financial model is a labour intensive process and getting to grips with the platform is slightly difficult on setup (e.g. the way team spend is setup and the inability to move employees between groups after creation; or do you include cost of sales on both the employee and the revenue model).

- Business planning software was flawed for my use in two areas:
1) I didn't like the input methods. Given I had already created various incarnations of the business plan for competitions etc, I had pre-existing paragraphs of text I was looking to slot in which didn't really work (e.g. my team bios were paragraph based not bulleted). Similarly I felt that while the text only sections gave you the freedom to write in any format, the output wasn't aesthetically structured so there was no real benefit over using word (unless you needed help with the overall plan contents/structure).
2) Design is really important to me, and I didn't like the aesthetics of the ouput business plan. A quick fix for this would be to offer various themes/layouts (using the same core input data).

Positively if you're starting from scratch with no prior knowledge, it gives a great guide as how to write a business plan. Given the level of detail required, and the financial modelling, you would expect users to have a relatively detailed understanding of business planning.

Ultimately I would use BizPlan just for the financial forecasts - not for the business plan. Unfortunately I'm now looking solely into financial forecasting software, given the lack of functionality on the business plan side, and will be creating my business plan using a template from GraphicRiver.

Would be happy to help in the future as it has the potential to be a great tool!