Sales and Marketing Pro
Business planning software designed to help entrepreneurs start, manage, and grow their businesses
About Sales and Marketing Pro
Palo Alto Software provides intuitive tools and resources to help small businesses and entrepreneurs create business plans, track key metrics, and make informed financial decisions. With over 30 years of experience and a 4.8 out of 5 satisfaction rating, their solutions are trusted by over 1.5 million users worldwide.
Pricing
Full pricing pageStandard
Build a funder-ready plan grounded in facts, not guesses.
- Step-by-step instructions
- Examples and detailed guidance
- Lender-ready statements
- Full financial forecast
- Idea Canvas
- Pitch Presentation
- Plan review
- 550+ sample plans
- Live onboarding session
- Human chat & email support
- Writing assistance
- Market research
- Financial analysis
- What if scenarios
- Performance dashboards
- Real-time profit & cash forecasting
- Export to Excel
- Connect to QuickBooks Online & Xero
Premium
Everything in Standard, PLUS deeper research, scenarios, and financial analysis.
- Step-by-step instructions
- Examples and detailed guidance
- Lender-ready statements
- Full financial forecast
- Idea Canvas
- Pitch Presentation
- Plan review
- 550+ sample plans
- Live onboarding session
- Human chat & email support
- Writing assistance
- Market research
- Financial analysis
- What if scenarios
- Performance dashboards
- Real-time profit & cash forecasting
- Export to Excel
- Connect to QuickBooks Online & Xero
LivePlan Expert
One-on-one video support
- One-on-one video support
- Priority assistance
- Dedicated guidance on features, formatting & best practices
FAQ
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