# Business Planner Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Business Planner the right Business Plan solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/145821/Business-Planner/reviews

---

Business Planner

2.4 (7)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 24th, 2025

# Reviews of Business Planner

Ease of use

3.4

Customer Service

3.0

## Showing most helpful reviews

Showing 1-7 of 7 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Jay A.  
Business Development Manager  
Pharmaceuticals  
Used the software for: 6-12 months

### "A decent tool with multiple templates"

March 1, 2019

3.0

Overall satisfactory; gets the job done!

Pros

Basic software with a basic set of tools. Multiple excel templates are available that makes work interesting. The dashboard of the software is easy and user-friendly.

Cons

Don't have much to say about any issue that I've faced!

Review Source

GH

Greg H.  
Pricing Strategy  
Financial Services  
Used the software for: 2+ years

### "Tried all of their product with success"

May 13, 2019

5.0

I've used this product and their Simple Accounting program for my small business. No frill, easy to use and got the job doned.

Pros

Work right in MS Excel... no new software

Cons

Took me a few minutes to get my bearings straight.

Review Source

Amy S.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "Great Planner "

December 30, 2018

5.0

Pros

Easy to use, great for planning and drawing out ideas

Cons

no dislikes so far. everything is easy to navigate.

Review Source

Ana M.  
Administrator  
Wholesale  
Used the software for: Less than 6 months

### "One more Excell template"

April 27, 2019

1.0

Looking on vendor web-site, someone can think that this is a nice and functional software product, as site in very functional and enough simplistic. In the other side, software (template) IS very simplistic and far away of usable.

Pros

There are just Excel templates, so Excel is brilliant. Perfect. Templates designs are nice and simple.

Cons

If someone have to invest in similar software than is expecting at least something useful. This is just to simple and to small to be used as it's just a set of templates for Excel.

Review Source

Edo M.  
field agent/representative  
  
Used the software for: Less than 6 months

### "Just a set of very polished Excel templates"

June 28, 2018

1.0

Not so much as similar, even better templates, are easy to find on internet. Just a group of Excel sheets.

Pros

As an old Excel user, using this template was very simple to me. Links and formulas are working perfectly, design is acceptable.

Cons

This is just an Excel file/template. Similar templates can be found on-line for free and some of them are already included with MS Office.

Review Source

KW

Karen W.  
owner  
Real Estate  
Used the software for: Less than 6 months

### "RIP OFF"

August 5, 2020

1.0

My experience has been awful!!!!!!

Pros

I purchased this hoping I could manage 2 of my businesses and also a personal account as well. I tried and tried but could not make it work for me. There is NO SUPPORT!!!!! so don't waste your time.

Cons

When I requested my money back $99.00 I have had no reply. I have sent repeated emails, all unanswered. Again, I say, this is a RIP- OFF.

Review Source

LS

Laura S.  
owner  
Medical Practice  
Used the software for: Less than 6 months

### "Steer Clear BBB can't even help this is a scam! "

March 24, 2021

1.0

This is a scam company. I filed a complaint with the BBB and looking into other actions to get the guarantee money back honored

Pros

This is a 30 day money back guarantee which is not honored

Cons

This product is not user friendly and there is no support whatseoever

Reason for choosing Business Planner

Biggest Mistake I made!

Review Source

Similar Products

Featured