This review was last updated
This CRM Review examines Business Plan Pro.
In-Depth CRM Review
Business Plan Pro
Palo Alto Software, Inc.
44 West Broadway
Eugene, OR 97401-3069
Telephone: (541) 683-6162
Toll Free: (800) 229-7526
Fax: (888) 498-6132
CRM Category: Enterprise Support – Cloud
Sub-Category: Business Planning
Seats: Small Business
About the Company:
We understand small business because we are a small business
Palo Alto Software was founded by Tim Berry in 1988. At the time, Tim was doing business plan consulting for companies such as Apple, Chevron, Gateway, HP, McDonalds, and other large corporations. He realized that business planning shouldn’t be just for the “big guys,” so he set out to create business planning tools that were accessible and affordable for small businesses everywhere.
Since then, Palo Alto Software has grown to nearly 50 employees with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed.
Our products are right for small business because we understand small business. We know what it’s like to start from zero, with no outside investment, and build a company from 1 employee to nearly 50. We understand the challenges, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.
We believe in:
- Affordable Software: Small businesses should have access to quality tools at affordable prices.
- Simplicity: Our software tools were built by small business owners for small business owners, and are very easy to use.
- Quality Service: We take pride in our excellent customer service. No phone trees or endless searching to find a phone number. We have one number with a live person at the other end, ready to help you solve your problem.
- Small Businesses: We recognize that job creation comes from small businesses. Every business that we help to start and grow means a better future for everyone.
- Entrepreneurship: Anyone can start a business, and we’re here to help both first-time entrepreneurs and experienced business owners succeed.
- Giving Back: All entrepreneurs should have the opportunity and tools to start their own business. We support this by sponsoring business plan and entrepreneurship competitions, donating free software to SCORE and SBDC offices around the country, and by giving students and educators the tools they need to learn about business.
And finally, we believe in the importance of having fun while you start, run, and grow your business!
About the Product:
Writing your business plan just got easier
With the right tools, anyone can produce a professional business plan. Business Plan Pro is packed with the features and advice you need to forget your fears and write your plan with the confidence of an expert. And get expert results!
500+ sample plans
Say goodbye to writer’s block and hello to getting your plan done quickly. Easily find, read, and edit more 2,000 samples and examples. Business Plan Pro software comes with more than 500 complete sample business plans for all sorts of company types.
The exclusive Sample Plan Browser lets you quickly find the plan that meets your needs. Then you can write up the plan in your own words (step-by-step guidance makes it a snap!). Or simply edit the text found in any of the real working sample plans. Every single plan can be opened and edited in Business Plan Pro to give you the jump-start you need.
Let the software do the math
Just plug in your numbers and the calculations are done for you. Now you have instant access to business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers powerful, integrated financial and spreadsheet support.
A planning expert at your side
Tim Berry is the recognized authority on business planning. An expert business planner and principal author of Business Plan Pro, his advice and expertise guides you through every step of creating your business plan. He’s a best-selling author and prolific writer, whose blogs can be found at TimBerry.com, Bplans.com, Amex Open Forum, and others. Using Business Plan Pro is like having Tim sitting next to you while you write your business plan.
Business planning course
Create the best possible plan for your business by completing Tim Berry’s video course on business planning, included in Business Plan Pro. Originally created for the Small Business Administration (SBA), the course breaks planning into manageable pieces and helps you understand the principles behind the process.
Easy to follow instructions
Wherever and whenever you need help, Business Plan Pro offers complete and newly updated instructions for every topic and table in your business plan. If you’re more of a visual learner, new video instructions will guide you through the financials and other key components of your plan.
Examples for every topic
No matter what section of your plan you’re working on, there are examples to help you figure out what to write and how to write it. Say you’re not sure what your Market Needs section should say. No problem – just click the Examples tab and view a handful of Market Needs descriptions. Cut and paste if you find one that works for you, or just get a sense of direction for writing your own. No more wondering if you’re doing it right.
Free business planning ebooks
Every purchase of Business Plan Pro includes the e-book edition of The Plan-As-You-Go Business Plan. In this new book from Entrepreneur Press, celebrated planning expert Tim Berry describes his no-nonsense approach to business planning for small and growing businesses.
Also included with Business Plan Pro is the e-book edition of Tim Berry’s classic business planning guide. Hurdle: The Book on Business Planning is a practical, step-by-step guide to developing a business plan. Berry’s book covers all the basics including what to include in a plan, where to find information, and a simple guide to business numbers that stands out for its explanation of cash flow.
Unparalleled customer service
At Palo Alto Software, we pride ourselves on providing quality, U.S.-based customer service. And we’re not going to charge you for it. Whether you’ve lost your serial number, are having computer issues, or have questions about how to use Business Plan Pro, our in-house customer care team is highly trained and ready to help you.
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For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Business Plan Pro:
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