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Sales and Marketing Pro

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.

Subscription

Standard

$20 per month

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

$40 per month

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

$30 per month

One-on-one video support

  • One-on-one video support
  • Priority assistance
  • Dedicated guidance on features, formatting & best practices

FAQ

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Pricing summary

Model
Subscription
Starting from
$20 per month

Categories

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