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What is LivePlan?

LivePlan is the top-rated business planning and management software designed to enhance the success of small business owners and entrepreneurs. With LivePlan, formulating a dynamic business plan is straightforward, as it provides step-by-step instructions, illustrative examples, and expert assistance, ensuring your plan meets the expectations of lenders or investors. Forget about complicated spreadsheets and intricate formulas; LivePlan's automated financial tools and built-in calculations allow you to minimize the time spent on number analysis, enabling you to concentrate on what truly matters. By syncing with QuickBooks or Xero, you can rapidly develop budgets, forecasts, and financial statements using your actual data, streamlining your financial management process. You can also access industry benchmarks to evaluate your business performance and identify potential areas for improvement compared to similar-sized companies in your sector. The software allows you to create various financial scenarios and projections, providing insights into how current business decisions will influence future outcomes. Gain the confidence to tackle critical questions like: - How will I utilize this funding to expand my business? - When is the right time to increase my staff size? - Is opening an additional location a viable option? By leveraging these tools and insights, you can become a more assured business owner and strategically guide your enterprise from the outset and beyond. With LivePlan, you're not just planning; you're building a sustainable future for your business.

What is BlueCamroo?

BlueCamroo is an innovative SaaS platform tailored for small and medium-sized businesses (SMBs), bringing together a variety of crucial business services into one user-friendly and cost-effective solution. This holistic approach provides SMBs with the comprehensive capabilities typically found in larger enterprise systems, but in a way that is much simpler to navigate and implement. Furthermore, it enhances operational efficiency compared to a disjointed collection of standalone applications, offers superior data security, and is designed to be easier to learn and manage, ultimately resulting in lower costs. In BlueCamroo, users can be assigned one or more roles that align with the specific features necessary for their respective tasks, ensuring they have the right tools at their disposal. The user roles are directly tied to BlueCamroo’s feature sets, which include: • CRM • Sales & Marketing • Projects • Support As SMBs evolve, BlueCamroo expands alongside their needs, facilitating a gradual integration into various business sectors while phasing out individual applications. Moreover, it supports a cost-effective implementation and management process, leading to enhanced transparency across the entire organization, improved operational efficiency, and better data security—all contributing to greater profitability in the long run. Ultimately, BlueCamroo empowers businesses to streamline their operations while adapting to changing demands in a dynamic marketplace.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero
Chase Merchant Services
Constant Contact
FreshBooks
Gmail
GoTo Meeting
Google Calendar
Google Drive
Google Workspace
HubSpot Marketing Hub
Mailchimp
Microsoft OneDrive
PayPal
PayPal Checkout
Slack
Wave Accounting
X (Twitter)
Zoom

API Availability

API Availability

Has API

Pricing Information

$20/month
*LivePlan Standard*
Monthly: $20/month
Annual: $15/month (billed annually)

*LivePlan Premium*
Monthly: $40/month
Annual: $30/month (billed annually)

60-day money-back guarantee

Pricing Information

Free
BlueCamroo is offered through a unique, industry-first User-Role subscription model which allows companies to pick and choose different user roles for their team members ensuring that they are only paying for the features that each user needs to do their job.

Each user of BlueCamroo is assigned one or more User-Roles, which are associated with hand-picked feature sets and corresponding monthly or annual subscription plan(s):

• CRM (Free for up to 4 users, additional users for a fee)
• Sales (Paid Extension - $25)
• Projects (Paid Extension - $25)
• Support (Paid Extension - $10)
• Complete (Includes all Extensions - $49)

*Note: All paid extensions include CRM at no additional cost.
Free Version

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.liveplan.com

Company Facts

Organization Name

BlueCamroo Inc.

Date Founded

2009

Company Location

Canada

Company Website

www.bluecamroo.com

Categories and Features

Business Management

Billing & Invoicing
Financial Management
Time & Expense Tracking

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Forecasting
Income Statements
Multi-Company
Profit / Loss Statement

Graphing

Not specified

Sales Forecasting

Competitor Analysis
Dashboard
Performance Metrics
Sales Trend Analysis

Spreadsheet

Analytics
Charting
Multi-User Collaboration
Templates

Categories and Features

Business Management

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Success

Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Revenue Management
Win / Loss Analysis

Marketing Automation

Drip Campaigns
Landing Pages / Web Forms
Sales Intelligence
Social Marketing
Website Visitor Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Forecasting

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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