Best Software Business Plan Template

Hello friend! Have you ever searched for the best business plan software or a business planning software free? Stop searching there are lots of companies that offer templates which is awesome plus it makes the whole process much simpler. You can get started by downloading my free business plan template. It’s simple and it doesn’t take a lot of time to complete. I think it’ll solve your current situation.

You need to have a plan, yet you don’t have time to learn software business plan template. What should you do? Hire a consultant and devote weeks or months on it? Stop dreaming! There is another way to create an excellent business plan. As a matter of fact, I am talking about business planning software that is easy to understand and use.

Infinity — A Business Plan Software for Businesses of All Sizes

Infinity Business Plan Software

Infinity is an online business plan software tailored to the needs of different users and businesses. It is very intuitive to use and adapts to your processes, so you don’t have to waste time figuring out how to assemble the information you need.

Infinity simplifies complex procedures so personal users, freelancers, and companies (business owners, managers, and business executives) can get the most out of it. Basically, it is packed with all the features one could possibly need when making a business plan, organizing business, and managing time and finances. 

“Been using this for a few months now. Got the LTD. Stefan and his team are working hard to make a killer product. Thank you!” – Kodi Fletcher

Obviously, you need software that can handle various types of data, such as text, reports, charts, numbers, dates, etc., and Infinity gives you a myriad of customization options so you can organize data and control who sees what. 

You can also choose between visuals that represent your data—Kanban boards, Gantt charts, columns, lists, calendars, or create custom forms and save them for later as well. Infinity allows you to organize all data to your preference—filter, group, sort, reorder, hide, etc.

Needless to say, Infinity could be exactly what you need to manage all aspects of a modern business. You get all this with one payment, so keep it in mind if you want to invest smartly.

Key Features

  • Dozens of Templates—Use one of the pre-made templates and save time instead of building workflows from scratch. Our Business Roadmap and Product Roadmap templates can help you outline strategies, set goals, brainstorm with the team, and more. 
  • Multiple Views—Infinity lets you view all the relevant information for your business plan in 6 ways, or views. You can see the big picture or dive deep into the nitty-gritty details of your business plan using Lists, Tables, Columns, etc. 
  • Attributes—Infinity lets you assign multiple attributes to every item of your business plan. You can write descriptions, set start and end dates, track progress on tasks using progress bars, rate importance, set an impact score, and add user stories to make sure your plan reflects your vision but also contributes to delivering a product your customers really need. 
  • Roles and Permissions—Divide business goals and strategies across various departments and set permissions so everyone knows their responsibilities in developing business plans
  • Filter, Group, and Sort—Infinity makes it a breeze to group, filter, and sort items on your business plan to goal, strategic goal, division, assignee, stage, release date, feature size, or any other attribute you choose. You can also color-code each attribute to make your items within your business plan easily scannable. 
  • Automations—Automate your workflows (set up recurring tasks, reminders, or create IFTTT rules), reduce busywork, and help your business plan come to life faster. 
  • External Sharing—You can invite stakeholders to review your business plan via links or export it to CSV or PDF file at a click.
  • Integrations—Connect Infinity with Zapier, Trello, and Clockify to level up your game.
  • iOS & Android Mobile Apps—Manage your business on the go through our mobile apps.

What’s great about Infinity is that you get to choose between attractive customizable templates and create boards for different purposes (finances, legal forms, invoicing), and this is just warming up. Once you get comfortable with using the tool, you can start putting together your own templates. Until then, get the most out of 50+ templates to create business plans and grow any business. 

Check these for starters:

The Finances Tracker template can help you understand your income sources, where your money goes, and uncover eventual hidden costs, which is essential for any thriving business.

Use the Public Board to collaborate with the team and create boards you can share with your clients. Clients can comment on tasks and make suggestions or create items to give you a better understanding of what they are looking for.  

Pricing

If you have a team of 10 members and need no more than 50GB of storage, our lifetime plan for $249 could be IT. Isn’t it lovely that you pay only once and get lifetime access to all those awesome features only the best business planning software can offer? You can upgrade to a higher plan anytime or as your team and business grow.

nTask — A Business Planning Software for Small Businesses

nTask Business Plan Software

Image Source: ntaskmanager.com

Most of you know nTask as a project management software. However, do you know you can use it to make business plans and receive nTask’s wholehearted support through it all? 

Being one of the top business planning software, nTask offers a bunch of planning features any home user, contractor, or project manager can find super-useful for handling daily workflow activities. You can invite stakeholders to check your business/project and see whether you are on the same page. 

Allocate resources, define budgets, collaborate with your team, use Gantt charts to track progress via stunning visuals, and enjoy every step of the way towards success. 

nTask is free and functional but a bit too complicated for first-time users. You may encounter a bug or two while working, which is probably its main downside, yet nothing to stress over when having in mind other first-class features this software offers.

Key Features

  • Budget Tracking
  • Gantt Charts
  • Multi-User Engagement
  • Multitasking
  • Risk Assessment
  • Time Tracking Modules
  • Integrates with Slack, Zoom, and Google Calendar

Pricing

If your team counts 5 or fewer members, guess what? You pay nothing (unless you need more than 100MG of storage)! The premium plan starts at $2.99/month/user, business plan starts at $7.99/month/per user, while you can create custom plans as well. nTask offers a 14-day trial so you can tell whether you would be a good fit without committing.

ProofHub — An All-in-One Software for Business Planning 

ProofHub Business Plan Software

Image Source: proofhub.com

ProofHub is an easy-to-use business software that can ensure your business runs without a hassle from the very beginning. You can use it to collaborate with the team, assign personal or group tasks and order them by priority, create reports, and even self-manage as you move from one stage to another.

You can communicate with clients and team members in 6 languages, which makes ProofHub’s interface one of the most user-friendly on our list. 

As we already mentioned, you don’t have to fill in details from scratch (thank God) when working in a time-saving business plan app like this one. Yet, with ProofHub, you can also create and save templates for the future and always be one step ahead of the game.

ProofHub offers numerous functionalities at a reasonable price without per-user fees. On the downside, it lacks budgeting features so you would have to find another way to plan and track your finances.

Key Features

  • Kanban Boards
  • Gantt Charts
  • User Permission Settings
  • Multi-Language Interface
  • Built-In Invoicing
  • Integrates with Dropbox, Google Drive, and Google Calendar

Pricing

ProofHub’s essential plan is available to an unlimited number of users, offers 40 projects and 15GB of storage, and comes at a price of $45/month (billed annually) or $50/month (billed monthly). You can get their “Ultimate Control” limited-time offer for $89/month (billed annually) or $99/month (billed monthly) that enables you to provide custom access to team members and customers.

Bizplan

Best for startups looking to acquire funding or find investors.

Part of the Startups.com suite, Bizplan gets top marks for their user interface—it’s intuitive, easy to use, and modern. You’ll work with a step-by-step business plan builder to get exactly what you’d like from your business plan. It may remind you of a modern website builder, since it has drag-and-drop tools to build templates.

Moreover, for one subscription fee, you have access to all of the tools in the Startups.com network, including self-guided courses, how-to guides, masterclass videos, and more. All in all, with a direct connection to Fundable, Bizplan is a top business plan software option for startups looking to acquire funding and find investors.

Pros

  • Subscription gives you access to all Startups.com tools
  • Lifetime access subscription option
  • User-friendly drag-and-drop business plan builder
  • Excellent educational resources
  • Connection to Fundable great for businesses looking for capital

Cons

  • No free trial
  • No templates based on industry
  • No mobile access

Features

  • Drag-and-drop templates for business plan building
  • Financial command center to track all business financials in one place
  • Unlimited account collaborators
  • Ability to share business plan online with investors
  • Online resources including self-guided courses, masterclass videos, how-to guides, mentorship access
  • Unlimited software use for Fundable, Launchrock, and Startups.com

Pricing

  • Monthly plan: $29 per month
  • Annual plan: $20.75 per month, billed at $249 per year
  • Lifetime access: $349 one-time fee

PlanGuru

Best for financial planning and budgeting.

Finally, for some of the strongest financial features among business plan software options, including budgeting and forecasting, you might check out PlanGuru. Whereas the other solutions we’ve reviewed were first and foremost focused on writing a business plan, PlanGuru is dedicated to business financial planning—providing the tools you need to create budgets, financial forecasts, reports, and more.

Therefore, if you need a software solution that can streamline the financial piece of your business planning processes, PlanGuru will certainly have the most to offer.

Pros

  • Extensive financial tools and detailed forecasting, budgeting, and reporting capabilities
  • Substantial library of resources
  • Cloud-based and desktop options
  • 14-day free trial and 30-day money-back guarantee

Cons

  • Expensive, especially for additional users
  • Only focuses on the financial aspect of business planning; no templates or tools for basic business plan writing
  • Difficult to use without prior financial knowledge

Features

  • Cloud-based version of software, as well as locally installed Windows version (desktop version has a few more features)
  • Works with QuickBooks Online, Xero, and Excel
  • Budgeting and forecasting for up to 10 years
  • Over 20 standard forecasting methods
  • Formula builder to create custom methods
  • Ratios and KPIs
  • Dashboard and reporting tools
  • Help guides, video tutorials, knowledgebase, and live U.S.-based customer support

Pricing

  • 14-day free trial
  • $99 per month (additional users $29 per month)
  • $899 per year (additional users $299 per year)

Conclusion:

If you are an executive or entrepreneur and want to start a business you will have to apply for a business plan, before applying for a loan from the bank. This can also be used as a startup toolkit. If you want to get an idea of how to apply for different licenses and permits before starting your company then use this business planning software for free.

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