best business plan software mac

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5 Best Business Plan Software in 2022

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When you’re starting a business, developing a strong business plan will be one of the first steps you take. Your business plan will cover everything from a detailed explanation of your products or services and pricing model to at least three years of financial projections—plus much more. Therefore, whether you’re not sure how to get started or you’re just looking to make the process easier, you may want to turn to business plan software for help.

In this guide, we'll break down five of the best business plan software options—discussing their pros, cons, features, pricing, and more—so you have all the information you need to decide which solution is right for your small business.

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The 5 best business plan software options

The right business plan software will make the process of writing your business plan much simpler. Like many business software solutions, however, there are a number of different business plan software options out there—each of which has a unique set of features, user experience, and price.

This being said, if you're looking for a place to start your search for the best business plan software, you can explore the five top options below:

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

1. LivePlan

Best overall business plan software.

If you want template-rich, modern-feeling business plan software, then LivePlan may be the right pick for you. LivePlan excels with their user interface, which feels updated and slick, and also offers intuitive, easy-to-use features and options.

Their step-by-step instruction will help you kick things off from the beginning, and you can take advantage of their online learning center to continue to gain business skills.

Affordable plans, including pay-as-you-go option

No long-term contracts or cancellation fee; 60-day money-back guarantee

Modern, intuitive interface; cloud-based, can be used on Mac, PC, as well as tablets

Ability to create unlimited plans in one account; over 500 customizable templates

Variety of business resources including video tutorials, step-by-step instruction, and general customer support

Limited integration options

Challenging to enter your own financial modeling projections

Can be difficult to learn

Ability to create an unlimited number of business plans on one account

More than 500 business plan templates spanning various industries

Integration with Xero and QuickBooks Online

Real-time tracking of financial data with accounting integrations

Ability to export your business plan to Word or PDF

Expert advice and step-by-step instruction included

Performance dashboards for tracking against budgets and sales goals

Ability to create and export a one-page pitch executive summary

Annual plan: $15 per month, billed every 12 months

Six-month plan: $18 per month, billed every six months

Pay-as-you-go plan: $20 per month, billed once every month

2. GoSmallBiz

Best for multiple business management tools in one platform.

Next on our list of the best business plan software options is GoSmallBiz, which is much more than just a business plan software. With GoSmallBiz, you have access to business continuity planning software with features that cover creating a roadmap, working through business and legal forms, building a website, and more.

In this way, GoSmallBiz is great for startups or newer businesses looking to access multiple business management tools through one platform.

Unlimited business consultation and extensive library of online resources

Multiple business tools in one software

Website consultation analysis and business assessment

Industry-specific business plan templates with emphasis on financial projections and statements

Expensive monthly cost compared to alternatives

Limited business plan features

Entire business plan can only be exported to Microsoft Word

Outdated interface

Industry-specific business plan templates with step-by-step building wizard

Ability to create financial statements and projections

Free website hosting and website builder

Customer relationship manager with integration with MailChimp

Digital marketing dashboard with social media and Google Analytics integrations

HR document builder

Corporate minutes writer

Business documents library

Business courses library

Unlimited business consultation

$39 per month, no contracts, free cancellation

Best for simple, fast business plan creation.

If you're looking for free business plan software, Enloop will be one of your closest options—they offer an all-inclusive seven-day free trial, no credit card required. Additionally, unlike some of the other options on our list, Enloop is strictly dedicated to business plan creation, including automated text writing, financial forecast comparisons, and a real-time performance score that tracks your progress.

This being said, if you'd prefer the most straightforward, fast, and simple way to write your business plan, Enloop will be a platform worth considering.

Simple and straightforward software, solely dedicated to business plan creation

Seven-day free trial

Automatic text generation available to streamline the writing process

Affordable plans with annual discount option

Limited additional educational resources

Only one template option

No integration options

Ability to create three business plans with customizable text, images, tables, charts, and over 100 currency symbols and formats

Includes automatic text generation for each plan section that you can then customize

Automatically generated financial statements

Includes financial performance comparison analysis (using three ratios with Detailed plan and 16 with Performance plan)

Real-time performance score to track your progress

Ability to invite users to edit (two with Detailed plan, five with Performance plan)

Pass/fail report and certificate to help you identify issues with your plan

Free plan: Seven-day free trial with no credit card required

Detailed plan: $19.95 per month or $11 per month, paid annually

Performance plan: $39.95 per month, or $24 per month, paid annually

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.

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

No free trial

No templates based on industry

No mobile access

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

Monthly plan: $29 per month

Annual plan: $20.75 per month, billed at $249 per year

Lifetime access: $349 one-time fee

5. 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.

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

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

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

14-day free trial

$99 per month (additional users $29 per month)

$899 per year (additional users $299 per year)

What to look for in business plan software

Ultimately, it's up to you to decide, which, if any, of the best business plan software solutions on our list is right for your business.

So, if you're trying to figure out how to choose between the various options out there, it might be helpful to compare your top choices based on the following criteria:

Features: As we've seen different business plan software solutions offer different features. You'll want to look carefully at the feature list of any software and determine what features are most important for your business needs. Do you need an extensive library of templates with detailed customization? Would you prefer software that includes an online learning center for business skills? Are you looking for a solution that combines business plan writing with other tasks? It may be useful to list out your ideal feature set, so you can compare individual software plans to that list.

Price: Although you might be able to find some free business plan software options (or at the very least, free trials), in most cases, you'll need to pay a subscription fee to access the platform you choose. Therefore, you'll want to think about what your budget is for this business tool and what type of software is most cost-effective for your needs.

User experience: User experience can vary widely among different business plan software options. You’ll find some programs that are newer or have been recently updated. Others might have the kind of interfaces that felt new years ago but are now pretty out of date—and, subsequently, make them a little harder to use. The right user experience for your needs is genuinely a matter of opinion and comfort—nevertheless, it's worth testing thoroughly testing out a platform to ensure that it can truly work for you before investing in a monthly or annual subscription.

The bottom line

There's no doubt that properly crafting your business plan is important for the future growth and success of your small business. Luckily, the right business plan software should make the process much simpler.

This being said, whether you opt for one of the best business plan software options listed here, or another platform entirely, you'll want to take the time to compare multiple solutions and ensure you choose the one that's right for your business.

As we mentioned, it can be helpful to think about the features you're looking for, your budget, and your user-experience preferences ahead of time—that way, you'll have a set of criteria in mind as you explore different solutions.

Ultimately, perhaps the best thing you can do to find the right software is to actually test out the platforms themselves—either by using a free trial or a money-back guarantee.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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5 Best Business Plan Software For Mac of 2024

Starting a new business is an exciting venture but a well designed business plan is essential to give you the best possible chance of making it a success.

A business plan not only helps you clarify exactly how your business is going to launch (or how its going) but it’s also essential to attract investors, banking finance and attract talent on board.

In this article, we’ve looked at the best business planning software that you can use on your Mac to help you get off the ground.

In our research, we found that there’s actually not a single business planning software that offers a Mac desktop app. In fact, there are very few that even offer Windows desktop apps as almost all of them are web based.

However, the good news is we found some excellent Cloud based ones that work in any browser on a Mac and in some cases, integrate with desktop accounting software on your Mac too.

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Do You Really Need Business Plan Software?

1. liveplan, 4. planguru, 5. upmetrics, comparison table.

If you’re really on a shoestring budget, you can draw-up a business plan with word processing software or spreadsheet tools such as Excel and Numbers for Mac.

You can also use mind mapping software to help you brainstorm ideas and come up with a basic business plan.

However, using business planning software gives you a more detailed, structured approach and helps highlight your all important Unique Selling Points (USPs) better than a document or spreadsheet.

A business planner will help make it clearer what your strengths and weaknesses are and ultimately help you sell your idea more effectively.

If you’re not good with numbers, business planning software will also assist you in making financial forecasts which is something that word processing tools definitely can’t do.

However, a business planner is only as good as the data and figures you feed it. It can’t make an nonviable business idea sound viable and the effectiveness of it will of course depend on the financial estimates you give it being realistic.

With this in mind, here then are the best business planning tools that you can use on a Mac whether you’re a budding entrepreneur, seeking finance for an existing business or restructuring.

LivePlan has been around over 15 years and is one of the most widely used business planning tools available with around 1 million users.

LivePlan uses a series of over 500 templates to help you quickly get a plan started based on your industry or market.

Most recently it introduced an AI powered Live-Plan Assistant that can set the tone of your proposal such as by giving it an Academic or Professional Tone.

If you use Xero or QuickBooks, LivePlan is also integrated with them so that you can cut down on accounting admin if your business launches.

The software also features its own financials that can help you forecast and estimate profit and losses if you’re struggling to come up with figures.

Many professional business consultants use LivePlan to create business plans and the software gives you the best possible chance to sell your business idea.

You can try a live virtual tour of LivePlan to see how to works although unfortunately, there’s no free trial.

• Lender ready statements
• Over 500 templates
• AI Assistant
• Easy to follow
• Accounting software integration
• No free version or free trial

Pricing: Standard $15/m , Premium $30/m

The big attraction of Enloop for small startups is that you can use it free for seven days without any credit card. The free trial is definitely worth trying to see what it can do for you before deciding whether it’s actually worth paying for.

Enloop isn’t as glossy and slick as some of the other business planning software we’ve seen but it has got some powerful touches and even generates a lot of the proposal text for you.

Enloop can generate your financials with up to 36 month forecasts and compare your industry performance against up to 16 ratios.

The platform is easy to use and one of the few business planners that allows you to start for free before you decide whether it’s worth subscribing to a plan.

Enloop Plans start at $19.95 which is definitely reasonable compared to most other tools and allows you to share your plan with colleagues, investors and accountants.

• Free for 7 days without a credit card
• Financial forecasts up to 36 months
• Automatically generates proposal outlines
• Basic interface
• No sharing plans in the free trial version

Pricing: Free Trial / Plans start at $19.95 per month

If you want to put your business plan right out there in front of investors, then the big selling point of Bizplan is that it’s made by Startups.com. Bizplan claims to have helped raise over $500 million for startups it has helped draw-up business plans with.

Not only can you get advice from other entrepreneurs and investors but you may also be able to attract investment by putting it out through Funadable.com which connects you with investors.

The Business Plan Creator itself guides you through the planning process and has a web design style WYSIWYG style interface that’s easy to use.

There are also financial tools that give you forecasts, salary estimates, revenue projections and more.

The platform is also full of masterclass videos and tutorials giving you advice on how to make an effective business plan.

• Partnered with startups.com to help you get investment
• Slick, WYSIWYG business plan editor
• Lot of templates to choose from

Pricing: Plans start at $29/month

PlanGuru is a powerful business planning software aimed at businesses, non profits and advisors that need focus on financials and rolling forecasts.

PlanGuru can run “What If?” scenarios and forecast 3 different financial statements including income statement, balance sheet and cash flow statement.

You can build an unlimited number of analysis per company, value a business and even setup a payroll.

There’s also integration with QuickBooks, QuickBooks Online, Xero and Excel accounting software.

If you’re struggling to put together a business plan, there’s also PlanGuru Launch which is a personalized service with business planning experts charged by the hour.

As you’d expect with a business planning platform on this level, pricing isn’t cheap starting at $83 per month going up to $250 per month for multi-department enterprises.

• Extremely powerful financial tools
• Suitable for multi department enterprises
• Integration with accounting software
• Free trial available
• Complex to use

Pricing: Starts at $83 per month

UpMetrics is an AI driven business planning platform with over 400 business plan templates that aims to help you formulate a business plan as quickly as possible.

UpMetrics uses AI more than any other business planning platform we’ve seen and is great for those that don’t have much confidence in their writing abilities but need a professional plan quickly.

You can choose from “Professional, Academic and Persuasive” tones so that your plan hits the right note for how you want it to sound.

The Business Plan builder guides you through putting a proposal together including clear Financial Forecasts by Month, Quarter and Year.

There’s also a Pitch Deck tool to help you sell your idea via a presentation and more effective visualizations of your plan.

The business plans created by UpMetrics are glossy and professional with minimal effort compared to some of the other tools we’ve seen. You can also invite colleagues or potential partners into the app to view and refine the finished product.

• Automates a lot of the planning with AI
• Lots of business templates
• Slick interface
• No free version or trial

Pricing: Starts at $7/month

Below is a pricing comparison of each option side-by-side to see how they differ in price.

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Best business plan software of 2024

For planning your business finance

Best overall

Best budget, best established, best for speed.

• How we test

The best business plan software makes it simple and easy to plan your business finances in order to present them to a bank or investors.

1. Best overall 2. Best budget 3. Best basic 4. Best established 5. Best for speed 6. FAQs 7. How we test

The whole point of a business plan is that it allows you to evaluate your strengths and weaknesses, not least via your Unique Selling Point (USP) ,and make product or service comparisons with competitors.

Of course, even the best business plan relies on estimates and guesstimates, as it's impossible to predict market changes, developments, and future performance under such conditions. 

Ultimately, though, a business plan will demonstratively prove why your business is a solid enough investment to risk putting money into, and shows that you have properly and thoroughly researched your market, and details the real potential of a new business opportunities.

Here then are the best business plan software providers currently available.

You may also be interested in our featured business guides on best business laptops , best business computers and best business smartphones .

The best business plan software of 2024 in fill:

Why you can trust TechRadar We spend hours testing every product or service we review, so you can be sure you’re buying the best. Find out more about how we test.

Reasons to buy

Reasons to avoid.

Bizplan is the online business planning tool that claims usage of 30,000 startup founders from the Startups.co platform. They use a guided creator that can break the big project down into the component pieces that get tracked with a Progress Tracker, and expert guidance each step of the way including templates that can be dropped in, and completed, along with simple integration of visuals along the way.

Additional resources are also provided via the Bizplan Academy, with lessons on relevant topics, for example, “Building a Brand: How to Tell a Powerful Brand Story,” and “Critical Path Your Way to Higher Revenues,” among the many offerings. Those that need even more assistance also can take advantage of an expert consultation from a financial expert.

• ^ Back to the top

2. PlanGuru

PlanGuru is a comprehensive, and powerful software package in the business planning space. Education is provided via a series of case studies at their PlanGuru University and a whole slew of video tutorials.

The feature set includes flexible budgeting that can handle a simple small business, or a larger multi-department operating budget, and financial forecasting that uses multiple methods, including intelligent and turn-key methods - twenty methods in total. Historical results can also be imported with the general ledger import utility which can then applied to produce a rolling forecast. They also offer PlanGuru Launch, a service to bring in expertise and is charged per hour of assistance.

A significant downside is Planguru charges a higher cost than other software options. The cheapest option is around $75 per month for one business entity when billed annually. While there is no free trial, PlanGuru does offer a 30 day money back guarantee. 

Our expert review:

Enloop is a great choice for business planning software for the cash strapped business as it is the rare offering that has a free tier. Step up up to the next tier, and this is no barebones product, as it has over 100 currency symbols, can automatically generate bank-ready financial reports, and even has automated text writing that can sync with financial data to turn it into text. There is also a real time performance score assigned, that dynamically changes as the business plan is strengthened.  

The plans start with the Free tier, which is limited to a single business plan with simple text, no images, and does not offer any advanced features. The next plan up is the Detailed plan, that supports three business plans, and offers a significant 55% discount when paid annually, making it even better value. This plan costs around $20 per month. For a more comprehensive package you can buy the Performance plan costing around $40 per month.

Read our full Enloop business plan software review .

4. LivePlan

LivePlan is business planning software that offers a simple pricing scheme as there is only a single plan to choose from. As they have a 15+ year track record, they offer a clean and simple interface, that can create business plans that look like they were done by an expert consultant, and the software includes a live dashboard that can track day-to-day performance. Those with writer’s block will benefit from the over 500 included sample plans that can be turned to for inspiration.  

Rather than complicate things with too many tiers to choose from, LivePlan only has a single plan which can be paid for monthly or annually.

5. Business Sorter

Business Sorter promises to simplify and speed up business planning and claims to be able to flesh out a plan in an hour or two, via a novel 273 card sort system that covers many common situations.

The ability to reword cards is included, or also to add cards to the already expansive deck, so no worries if there is not a pre-made card for your situation. Unlike some sites that have videos, the educational resources here are provided as PDFs and Word files, which can be quicker to access, but harder to follow for some learners. 

The lowest tier plan, Basic is fully featured, and includes up to three team leaders. 

Read our full Business Sorter review .

Other business plan software to consider

We've only covered some of the most popular business plan software platforms out there, but there are a number of other notables worth mentioning, plus a wide variety of providers of business plan templates. Below we'll briefly cover a range of some of the additional options out there that are worth considering to get your business plan right.

Go Business Plans is more of a consultancy than a software solution, but is worth mentioning for the simple fact that it's one of America's biggest business plan companies. While software might be able to do the job for you, if you're looking for significant funding, it's probably useful to get some professional advice, not least in terms of strategic planning, feasibility studies, and financial projections to ensure you have a solid base for your business plan.

Wise Business Plans provides a very wide range of templates to work from in constructing a business plan. These are particularly designed with funding in mind, no matter what kind of business you run. What is especially helpful is that Wise doesn’t simply deal with business plan templates for a diverse range of business types, the company also provides plan templates for franchises and non-profits.

Plan Writers  is another bespoke service that essentially listens to what you want and then puts the plan together for you. Again, this technically falls outside of business plan "software", but the chances are you'll use a software package as a platform to build from, and Plan Writers can then help you build up from that base.

Bplans is another provider of business plan templates, but goes beyond that with additional pitch and SWOT analysis templates. There are also business plan guides, industry reports, and a free course on writing a business plan. Bplans also publishes a lot of free-to-use articles on business planning, financials, and tax reporting, to help ensure you can keep your figures and projections accurate and compliant.

We've also listed the best free software for small business .

A business plan is essentially your roadmap to profitability from an initial investment. Whether it's your own money, or a loan from a bank, it's still a good idea to set up a business plan for yourself.

Main things to look to are a SWOT analysis to provide an idea of your business idea's strengths and weaknesses, as well as identify a unique selling point (USP) that will give your business an edge.

While business plans inevitably demand the use of figures, and while these can be impossible to be accurate with, at least by making intelligent guesses you can set yourself targets to work towards.

That's another common feature of a plan, so that specific periods you can review your business progress and make adjustments to your plan as required. This allows you to use real figures for your projections, allowing you to better plan ahead.

Which business plan software is best for you?

When deciding which business plan software to use, first consider what your actual needs are, as sometimes free platforms may only provide basic options, so if you need to use advanced tools you may find a paid platform is much more worthwhile. Additionally, free and budget software options can sometimes prove limited when it comes to the variety of tools available, while higher-end software can really cater for every need, so do ensure you have a good idea of which features you think you may require.

How we tested the best business plan software

To test for the best business plan software we first set up an account with the relevant software platform, whether as a download or as an online service. We then tested the service to see how the software could be used for different purposes and in different situations. The aim was to push each business plan software platform to see how useful its basic tools were and also how easy it was to get to grips with any more advanced tools.

Read how we test, rate, and review products on TechRadar .

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The Best 7 Business Plan Software for Mac – Streamline Your Business Strategy!

• June 4, 2023

Table of Contents

In the world of business, having a well-drafted plan is critical. Business plan software helps users streamline their business strategy and create professional-grade plans that showcase their vision for their company. Business plan software is a powerful tool that can help entrepreneurs develop their ideas, pitch to investors, and track their progress. The right software can help simplify the business planning process, save time, and increase productivity.

However, with so many options available in the market, choosing the best business plan software for Mac can be a daunting task. In this post, we will introduce and compare the top 7 business plan software for Mac to help you make the right choice.

Video Tutorial:

What is business plan software.

Business plan software is an application that helps entrepreneurs create or improve their business plans. These plans typically detail a company’s overall strategy, goals, target market, competition, financial analysis, and more. Business plan software can help create professional-grade plans that showcase a company’s vision, mission, and goals. This software can help entrepreneurs get started with their business planning and provide guidance throughout the process.

Best 7 Business Plan Software for Mac Recommendation 2023

1. liveplan.

LivePlan is an award-winning business planning software that offers a step-by-step wizard to guide you through the entire process. It features easy-to-use templates, interactive forecasting tools, and a wide variety of customizable charts and graphs. You can also integrate your financial data with accounting software such as QuickBooks. LivePlan offers a 60-day money-back guarantee, making it a risk-free option for entrepreneurs.

Download Link

– Easy to use templates – Interactive forecasting tools – Compatible with QuickBooks – Live technical support available

– No free trial – Relatively expensive compared to other options – Limited customization options

Enloop is another popular business plan software that uses machine learning to assess the viability of your business plan. It offers easy-to-use templates, financial forecasting tools, and automated text writing tools. It also provides industry-specific data, such as market trends and competitor analysis. Enloop offers a free version with limited features, and paid plans with higher-end features.

– Uses machine learning to improve business plans – Offers industry-specific data – Free version available – Automated text writing tools

– Limited customization options – Limited financial forecasting tools in the free version – No technical support available in the free version

Bizplan offers a variety of business planning tools, including financial forecasting, team collaboration, and custom branding options. It also offers funding advice, with a network of investors and VC firms available to interact with. Bizplan offers a free trial period with access to all features, and paid plans are available with additional features and support.

– Custom branding options – Funding advice and investor network – Free trial available – Live chat and phone support available

– Relatively expensive compared to other options – No free version available – Limited customization options on lower-tier plans

4. StratPad

StratPad is a cloud-based business plan software that uses a step-by-step process to guide you through the planning process. It offers financial forecasting tools, team collaboration, and customized reports. StratPad also provides access to a community forum, where you can interact with other entrepreneurs and receive feedback on your plan. StratPad offers a free trial period, and paid plans are available with additional features.

– Community forum for feedback and collaboration – Customized reports – Free trial period available – Ability to export data to PDF or Excel

– Limited customization options – No 24/7 support available – No mobile app available

5. Business Plan Pro

Business Plan Pro offers a step-by-step wizard to guide users through the planning process. It provides industry-specific data, financial forecasting tools, and customizable reports. Business Plan Pro offers phone and email support, as well as a community forum for feedback and collaboration. A free trial is not available, but users can purchase the software with a 60-day money-back guarantee.

– Step-by-step planning process – Industry-specific data – Customizable reports – 60-day money-back guarantee

– No free trial available – Limited customization options – No mobile app available

6. PlanGuru

PlanGuru is a comprehensive financial forecasting tool that offers the ability to create detailed business plans. It also features a customizable dashboard that allows users to view data in real time and monitor their business performance. PlanGuru integrates with accounting software such as QuickBooks and provides a free trial for users to test out the software’s features.

– Comprehensive financial forecasting tools – Customizable dashboard – Integrates with QuickBooks – Free trial available

– Limited business planning features – Limited customization options – Does not offer support for non-financial metrics

7. GoSmallBiz

GoSmallBiz is a cloud-based tool that offers business planning features, along with numerous other tools targeted towards small business owners. It features a step-by-step planning process, financial forecasting tools, and customizable reports. GoSmallBiz also provides access to a customer support team for help with any issues or questions. GoSmallBiz offers a 30-day free trial, and paid plans are available with additional features.

– Step-by-step planning process – Numerous other tools for small business owners – Customizable reports – 30-day free trial

– Limited customization options – Relatively expensive compared to other options – No mobile app available

Comprehensive Comparison of Each Software

The table below provides a comprehensive comparison of each business plan software based on several evaluation criteria, including free trial, price, ease of use, and value for money.

Our Thoughts on Business Plan Software for Mac

Choosing the right business plan software depends on several factors, such as price, ease of use, and customization options. If you value simplicity and ease of use, LivePlan and Enloop may be good choices for you. If you’re looking for more advanced features and customization options, StratPad and PlanGuru may be better options. Finally, if you want access to a variety of other tools targeted towards small business owners, GoSmallBiz may be the right fit.

Overall, we recommend LivePlan for its user-friendly approach, interactive forecasting tools, and integration with QuickBooks. Additionally, LivePlan offers a money-back guarantee, making it a low-risk option for entrepreneurs.

FAQs About Business Plan Software

Q1: what should i include in my business plan.

A: A business plan typically includes an executive summary, company description, market analysis, competitive analysis, management and organization overview, product or service description, marketing and sales strategies, financial analysis, and funding request information.

Q2: How long does it take to create a business plan?

A: The length of time it takes to create a business plan varies depending on several factors, such as the complexity of the business, the amount of research required, and the availability of information. However, it typically takes several weeks to several months to complete a comprehensive business plan.

Q3: Can I use business plan software for a non-profit organization?

A: Yes, many business plan software options can be used for non-profit organizations, with some offering specific tools and templates tailored towards non-profits.

Q4: How much should a business plan cost?

A: The cost of a business plan can vary widely, with some plans costing as little as $10 and others costing several hundred dollars or more. The cost typically depends on the features and customization options offered by the software.

Q5: Can business plan software help me secure funding?

A: Yes, business plan software can help you create a comprehensive plan that showcases your business idea and financial projections to potential investors or lenders. However, securing funding is not guaranteed and ultimately depends on the viability and potential of your business idea.

In Conclusion

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Home > Business > Business Startup

• 5 Best Business Plan Software and Tools in 2023 for Your Small Business

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change.

We are committed to sharing unbiased reviews. Some of the links on our site are from our partners who compensate us. Read our editorial guidelines and advertising disclosure .

A business plan can do a lot for your business. It can help you secure investors or other funding. It can give your company direction. It can keep your finances healthy. But, if we’re being honest, it can also be a pain to write.

Luckily, you don’t have to start from scratch or go it alone. Business plan software and services can help you craft a professional business plan, like our top choice LivePlan , which provides templates, guidance, and more.

You’ve got quite a few choices for business plan help, so we’re here to help you narrow things down. Let’s talk about the best business plan tools out there.

• LivePlan : Best overall
• BizPlanBuilder : Most user-friendly
• Wise Business Plans : Best professional service
• Business Sorter : Best for internal plans
• GoSmallBiz.com : Most extra features
• Honorable mentions

Business plan software 101

The takeaway, business plan software faq, compare the best business plan software.

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LivePlan: Best overall business plan software

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. *With annual billing

LivePlan has been our favorite business plan software for a while now, despite the stiff competition.

There’s a lot to like about LivePlan. It has pretty much all the features you could want from your business plan software. LivePlan gives you step-by-step instructions for writing your plan, helps you create financial reports, lets you compare your business’s actual financials to your plan’s goals, and much more. And if you ever need inspiration, it includes hundreds of sample business plans that can guide your writing.

LivePlan software pricing

But the best part? You get all that (and more) at a very competitive price. (You can choose from annual, six-month, or monthly billing.) While LivePlan isn’t quite the cheapest business plan builder out there, it’s not too far off either. And if comes with a 60-day money back guarantee. So there’s no risk in trying LivePlan out for yourself.

With a great balance of features and cost, LivePlan offers the best business plan solution for most businesses.

BizPlanBuilder: Most user-friendly

Need something easy to use? BizPlanBuilder fits the bill.

BizPlanBuilder doesn’t have a flashy, modern user interface―but it does have a very clear, intuitive one. You’ll be able to see your plan’s overall structure at a glance, so you can quickly navigate from your title page to your market trend section to that paragraph on your core values. And as you write, you’ll use a text editor that looks a whole lot like the word processing programs you’re already familiar with.

BizPlanBuilder software pricing

Data effective 3/13/23. At publishing time, amounts, rates, and requirements are current but are subject to change. Offers may not be available in all areas.

BizPlanBuilder also offers lots of helpful guidance for actually writing your plan. It gives you pre-written text, in which you just have to fill in relevant details. It offers explanations for what information you need to include in each section of your plan and way. It even gives you helpful tips from experts, so you’ll have all the information you need to plan like a pro.

So if you want planning software with almost no learning curve, you’ll like BizPlanBuilder.

Wise Business Plans: Best professional service

• Custom quote

Unlike all the other companies on this list, Wise Business Plans doesn’t offer software. Instead, it offers professional business plan writing services―meaning someone does all the hard work for you.

Now, you might think that sounds expensive―and you’re probably right (you have to request a custom quote for your plan). But there’s a lot to be said for expertise, and Wise Business Plans has plenty of that. Your business plan will get written by an experienced writer (with an MBA, no less). They’ll get information from you, do their own research, and then write your plan. You get one free revision, and you can always pay for more.  

Wise Business Plans service pricing

Your end result will be a polished, entirely original business plan. (You can even get printed copies.) And best of all, you won’t have to spend your precious time working on the plan yourself. Wise Business Plans takes care of all the hard parts, and makes your business look good while doing it. Sounds like a service worth paying for, right?

Put simply, if you want the most professional business plan possible, we recommend using Wise Business Plans’s writing service.

Business Sorter: Best for internal plans

Many businesses need plans to show to people outside the company (to get financing, for example). But what if you just need a plan for internal use? In that case, we suggest Business Sorter.

Business Sorter uses a unique card-based method to help you craft the perfect business plan. (You can watch a demo video to see how it works.) You’ll plan some of the usual things, like finances and marketing. But Business Sorter also lets you make plans for specific teams and team members. It also emphasizes more internal matters, like operations, that might get overlooked in a business plan for outsiders.

Business Sorter software pricing

After you’ve made your business plan, Business Sorter also helps you stay accountable to it. You can create tasks, give them deadlines, and assign them to team members―giving you basic project management tools to make sure your business plans become business actions. (Oh, and did we mention that Business Sorter has the lowest starting prices of any software on this list?)

It all adds up to a business plan software that works great for internal planning.

GoSmallBiz: Most extra features

Want to get way more than just business planning software? Then you probably want GoSmallBiz.

See, GoSmallBiz offers business plan software as part of its service―but it’s just one part of a much bigger whole. You also get everything from discounts on legal services to a website builder to a CRM (customer relationship manager) to business document templates. And more. In other words, you get just about everything you need to get your startup off the ground.

GoSmallBiz software pricing

Don’t worry though―you still get all the business planning help you need. GoSmallBiz gives you business plan templates, step-by-step instructions, and the ability to create financial projections. And if you get stuck, GoSmallBiz will put you in touch with experts who can offer advice.

If you want business planning and much, much more, give GoSmallBiz a try.

• PlanGuru : Best financial forecasting
• EnLoop : Cheapest tool for startups

We recommend the software above for most business planning needs. Some businesses, though, might be interested in these more specialized planning software.

Honorable mention software pricing

PlanGuru: Best financial forecasting features

PlanGuru is pretty pricey compared to our other picks, but you might find its forecasting features worth paying for. It has more forecasting methods than other software (over 20) plus it lets you forecast up to 10 years.

EnLoop: Cheapest tool for startups

EnLoop doesn’t have our favorite features or interface, but it does have really, really low pricing plus a seven-day free trial. It's the most affordable software for startup business planning and still provides all the essential features like financial analysis, team collaboration, charting, and more.

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. * With annual billing

Several of our previous favorite planning software, including BusinessPlanPro and StratPad, seem to have gone out of business.

A business plan is a written, living document that tells the story of your business and what you plan to do with it. It serves as the source of truth for you—the business owner—as well as potential partners, employees, and investors, but it also serves as a roadmap of what you want your business to be.

Why you need a business plan

While some small-business owners don’t see the point of creating a formal business plan, it can have some concrete benefits for your business. For example, one 2016 study found that business owners with written plans are more successful than those that don’t. 1

Still too vague? Then let’s get specific.

If you ever seek business funding (from, say, banks, angel investors , or venture capitalists ), you’ll have to prove that your business deserves the money you want. A formal business plan―complete with financial data and projections―gives you a professional document you can use to make your case. (In fact, most potential investors will expect you to have a business plan ready.)

Even if you’re not seeking funding right now, a business plan can help your business. A formal plan can guide your business’s direction and decision making. It can keep your business accountable (by, for example, seeing if your business meets the financial projections you included). And a formal plan offers a great way to make sure your team stays on the same page.

What to include in your business plan

Not all business plans are created equal. To make a really useful business plan, you’ll want to include a number of elements:

• Basic information about your business
• Your products/services
• Market and industry analysis
• What makes your business competitive
• Strategies and upcoming plans
• Your team (and your team’s background)
• Current financial status
• Financial and market projections
• Executive summary

Of course, you can include more or fewer elements―whatever makes sense for your business. Just make sure your business plan is comprehensive (but not overwhelming).

How business plan software can help

With so many elements to include, business plan creation can take a while. Business plan software tries to speed things up.

Most business plan software will include prompts for each section. In some cases, you can just fill in your business’s specific information, and the software will write the text for you. In other cases, the software will give you specific guidance and examples, helping you write the text yourself.

Plus, business plan software can help you stay organized. You’ll usually get intuitive menus that let you quickly flip through sections. So rather than endlessly scrolling through a long document in a word processor, you can quickly find your way around your plan. Some software even lets you drag and drop sections to reorganize your plan.

Sounds way easier than just staring at a blank page and trying to start from scratch, right?

Choosing business plan software

To find the right business plan builder for your business, you’ll want to compare features. For example, would you rather write your own text, getting prompts and advice from your software? Or would you rather go with a fill-in-the-blank method?

Likewise, think about the elements you need. If your plan will have a heavy focus on finances, you’ll want to choose business plan software with robust financial projection features. If you care more about market and competitor analysis, look for software that can help with that research.

You may also want to find business plan software that integrates with your business accounting software . Some plan builders will import data from Xero, QuickBooks, etc. to quickly generate your financial data and projections.

And of course, you’ll want to compare prices. After all, you always want to end up with software that fits your business budget.

The right business plan software can make your life easier. With LivePlan ’s wide breadth of features and online learning tools, you can’t go wrong. Plus, BizPlanBuilder 's one-time pricing makes it easy to invest while Business Sorter has a low starting cost. And if you're business is looking to grow, GoSmallBiz and Wise Business Plans will scale with you.

But of course, different companies have different needs. So shop around until you find the software that’s best for you and your business.

Now that you've got a business plan, take a look at our checklist for starting a small business.  It can help you make sure you have everything else you need to get your startup off to a good start!

Related content

• 7 Steps to Build a Successful Project Management Sales Plan
• Best Project Management Software and Tools in 2023
• 4 Cost Management Techniques for Small Businesses

Creating a business plan can take anywhere from a couple hours to several weeks. Your timeline will depend on things like the elements you choose to include, whether you use software or hire a writing service, and how much research goes into your plan.

That said, much of the business plan software out there brags that it can help you create a fairly detailed plan in a few hours. So if you’re going the software route, that can help you set your expectations.

If you want to get the most out of your business plan, you should update it on a regular basis―at least annually. That way, you can continually refer to it to inform your company’s strategies and direction.  

At the very least, you should update your business plan before you start looking for a new round of funding (whether that’s with investors or lenders).

Thanks to business plan software, you can easily write your own business plan rather than pay someone to do it for you. And in most cases, software will cost you less than a professional business plan service.

There are some times you might want to go with a service though. If time is tight, you might find that it’s worth the cost of a service. Or if you’ve got big investor meetings on the horizon, you might want the expertise and polish that a professional service can offer.

Ultimately, you’ll have to decide for yourself whether business plan software or a business plan service will work better for your company.

Methodology

We ranked business plan software and tools based on features, pricing and plans, and connections to project management and other services. The value of each plan and service, along with what it offers, was a big consideration in our rankings, and we looked to see if what was offered was useful to small businesses or just extra. The final thing we looked at was the ease of use of the software to see if it's too complex for small businesses.

At Business.org, our research is meant to offer general product and service recommendations. We don't guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services.

Sources 1. Harvard Business Review, “ Research: Writing a Business Plan Makes Your Startup More Likely to Succeed .” Accessed March 13, 2023.

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The #1 Best Selling Online Business Plan Software for Mac

100% compatible with mac os and ios devices.

4.8/5 Google Reviews

All subscriptions come with a 35-Day Money-Back Guarantee

Some of our fans:

“ LivePlan earns the top spot on our list of best business plan software —and for good reason. LivePlan’s slick and interactive service provides a step-by-step business plan approach, a rich collection of cloud-based features, and online learning tools.”

Brooke Hayes

Software Reviewer at Business.org

Here’s how LivePlan makes it surprisingly simple to write a convincing business plan

You get a step-by-step process to follow

LivePlan asks you questions about your business, you plug in the answers. It’s as easy as that. You’ll get straight-forward instructions with examples on:

• Writing a pitch that grabs investors’ attention
• What to include in your marketing plan
• Every other essential piece of your business plan

“ LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun.”

Helga Douglas

Owner, Svala

All the financials are calculated for you

LivePlan tells you exactly what financial information you need to enter and then does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

“I have such a better clarity of thought because I can see the impact of marketing by using LivePlan versus just using a spreadsheet.”

Marc-Andre Seguin

JazzGuitarLessons.net

If you ever get stuck, we’ll help you out

Most LivePlan users are able to breeze through their first business plan. But if you ever have a question, there are 3 ways to get advice:

• Call a LivePlan expert at 1-888-498-6136.
• Chat with our advocacy team. Try it now.
• Browse 500+ sample plans & tutorial videos.

“It’s our road map, continually helping us stay on track. We wrote a business plan we can take to any investor , and it’s game on.”

Stacie Overman

Lavender Kisses Farm

LivePlan has helped over 1 million business owners build better businesses

It’s proven, companies that plan and track against their plan grow 30% faster than those that don’t. No matter your industry, location, or size — LivePlan helps you get your business off the ground and grow

“Trying to open a new business is very time-consuming, and since I was running another business while I was trying to set up Tailored, I didn’t have a lot of time.”

Owner & Founder, Tailored Coffee

“It wasn’t my intention to be an entrepreneur or a business person. My intention was to work with dogs. I kind of had to learn the rest of it in order to do what I wanted to do.”

Joanna Stanford

Founder, Trots Dogs

“That’s what it does for your business; [using LivePlan] has got us all talking and much more engaged about what we are and what we’re trying to do.”

Owner & Founder, Web Ninja

“Before LivePlan, I was making decisions that were poorly informed. Now I test everything through my business first, before I take it to my clients.”

Enae Jackson-Atkins

Owner & Founder, Esquire Accounting

Entrepreneurs & business owners love LivePlan

“I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures”

Capterra Review

“Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing.”

Shawnnell B

“LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.”

Shopper Approved Review

“I’ve been using LivePlan with Xero for a few months now and love it. It’s given me visibility about how we’re doing against Forecast like I’ve never had before...”

Rob Mackley

Xero App Store Review

“Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.”

“LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.”

“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”

Trust Radius Review

“I didn’t have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.”

Gabriella B

“LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!”

“LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.”

Join over 1 million entrepreneurs who found success with LivePlan

35-day money back guarantee. Start planning for $20 per month.

Business Plan Software

Explore the list of the best business plan software that can help you to plan efficiently, fund, and expand your business faster.

The stress, anxiety, and uncertainty that lies behind starting a new business or even expanding your current business set-up are tremendous. You can avoid this if you know the starting point that can position you for your success. For that reason, you are required to use the best business plan software assisting you with preparing business plans that cover each minute detail about your business idea and provide clarity over converting it into a real business.

What Is Business Plan Software?

Before launching a new business or diversifying an existing one, you need to prepare a perfect business plan. A business planning software, also known as business plan builder, allows you to create a comprehensive business plan that covers detailed information about the making and inclusions of your products and services, pricing models, and financial projections. The best business plan software includes templates, libraries, and design tools that allow you to portray your business idea in the most attractive way possible, enabling you to obtain funds for your business project easily. Preparing your business plan manually can be time-consuming and prone to errors. A business planning software allows you to eliminate these limitations and streamlines the entire process of preparing, storing, and sharing your business plans.

How To Select The Best Business Plan Software?

As there are so many business plan applications with versatile features and functionality available, it might become challenging to select one that can ultimately prove beneficial for your business. Fortunately,  GoodFirms eases this out for you with its list of some of the best business plan tools. Using filters, you can narrow down the suitable options. After going through the in-depth details, including features, pricing plans, and authentic user reviews about each business plan builder, you can select the one that suits you.

• Most Reviews
• Highest Rated

List of The Top Business Planning Software | Best Business Plan Builder

Wrike is a versatile and comprehensive project management software for small, medium, and large enterprises. Fully-featured project management system gives project leaders centralized control over the project with exclusive features like project ... read more about Wrike

Business Plan Templates

• Collaboration
• Financial Projections
• Fundraising Management
• Computer-network-security
• Computer-software
• Construction
• Consumer-services
• Education-management
• Electrical-electronic-manufacturing +16 Industries
• Entertainment
• Events-services
• Financial-services
• Health-wellness-fitness
• Hospital-health-care
• Hospitality
• Human-resources
• Information-technology-services
• Leisure-travel
• Marketing-advertising
• Media-production
• Real-estate
• Telecommunications
• Translation-localization
• Writing-editing

LICENSING & DEPLOYMENT

• Proprietary
• Cloud Hosted
• iPhone/iPad
• 24x7 Support
• Documentation

Knowledge Base

• Case Studies
• On-Site Training

What User‘s Say

Review summary.

My organization Electrly has been using Wrike daily for the last two years. Our main attraction to this tool is that it allows unlimited users, meaning we can conveniently grow our team with no hassle. It is also highly customizable and has an intuitive interface that supports Kanban boards, Gantt charts, and traditional workload views. Wrike integrates with over 400 renowned platforms and has comprehensive workflow modeling. ...Read full review

Pricing Type

Preferred currency, free version.

• 14 Days Trial

Payment Frequency

• Annual Subscription
• Quote Based

AVAILABLE PACKAGES

Integrated with.

• BigCommerce
• Campaign Monitor
• Constant Contact
• GoToMeeting
• Google Calendar
• Google Drive
• Google Workspace
• HubSpot CRM
• Microsoft 365
• Salesforce CRM

Smartsheet is intuitive online project management, collaboration & Gantt chart tool. It has a familiar spreadsheet-like interface, coupled with file sharing & workflow. Smartsheet enables teams to get work done fast and ... read more about Smartsheet

• Help Guides
• Infographics

We Dreamix use Smartsheet. It is our company’s choice for business process management software. This cloud-based tool helps us daily to automate and streamline our workflows. We’ve been using it for almost a year. It is easy for me to create project plans, delegate duties to team members, and continuously monitor the progress of projects. Smartsheet features a single interface for comments, file attachments, and reminders. As part of its integration with other business tools, such as Microsoft Office 365 and G Suite, it ensures consistent collaboration and information sharing. However, it would be nice to have a more customizable dashboard and chart components. For enterprises, it becomes easy to automate business workflows by combining multiple actions and conditional paths. ...Read full review

• Monthly Payment

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and ... read more about PandaDoc

• Canvas Modeling
• Financial Templates
• Social Sharing
• Text Editor
• Nonprofit-organization-management
• On Premises

We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM. ...Read full review

• ActiveCampaign

PlanGuru helps thousands of businesses, nonprofits, and their advisors drive better decision making through these time-tested processes. It set financial goals and assign accountability for results. Analyze financial performance in a timely ... read more about PlanGuru

• 30 Days Trial

Leanspots is a marketplace software with proprietary tools for investors, advisors, startups, accelerators, and universities. Leanspots bases its solutions on technologies such as AI, NLP and Big data. Get started with the ... read more about Leanspots

• Investor Management
• Pitch Presentation
• Whitepapers

Jotform is a powerful online form builder that makes it easy to create robust forms and collect important data. Trusted by over 20M+ users worldwide, such as nonprofits, educational institutions, small businesses, ... read more about Jotform

Venngage is a simple infographics tool that enables anyone to create beautiful infographics in minutes. Create beautiful infographics, reports, or data visualizations in a few steps: - Pick from hundreds of beautifully ... read more about Venngage

• Graphic-design
• Information-services

Aha! is the world's #1 roadmap software.The company was founded in 2013 by Silicon Valley veterans and product management experts Brian de Haaff and Dr. Chris Waters. Aha! is one of the ... read more about Aha!

• Step-by-Step Wizard
• Video Guides

Spider Impact

Spider Impact is performance management software that powers data visualization, balanced scorecards, team alignment, and KPI and initiative management. Don't just define your strategy—live it. Get on-demand performance data from any perspective ... read more about Spider Impact

• One-Time Payment

IdeaBuddy is an innovative business planning and modeling software that helps aspiring entrepreneurs and startup owners to create a business concept, develop and validate their business idea, and make a business plan.

• 15 Days Trial

Camms.Strategy

Develop and execute your strategy, measure ongoing business performance and ensure your team is working towards a common goal. Discover a cloud-based platform that builds on two decades of experience in helping ... read more about Camms.Strategy

• Contact Vendor

We help people succeed in business. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a ... read more about LivePlan

• More than 30 days Trial

Business Sorter

Business Sorter is a cloud-based tool that provides content for making a comprehensive, live plan you can share and track, to get results. Business Sorter helps you clarify your priorities, stay focused, ... read more about Business Sorter

Financial Software Designed with You in Mind. Quickly create expert-level forecasts and pro-forma financial statements without spreadsheets. Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required.

LaunchPlan’s smart and simple business plan software. Step-by-step instructions organize your ideas and automated projections are displayed in modern charts and graphs for investors. LaunchPlan, unlimited team members can view, edit, and ... read more about LaunchPlan

Business Planner

Simple way to Plan. Business planning software that includes Excel templates and tools, financial dashboard, and profit & loss statements.

Tools for Financial Projections, Cashflow Forecasts, Business Plans & Strategic Planning. Business planning system that consists of business plan wizard, complete financials, detailed examples, PowerPoint presentation, and color charts and graphs.

A solution that helps grow your business faster through Plan, Strategies and Collaboration. A powerful business plan toolkit — every feature you need to convert a great business idea into a reality. ... read more about upmetrics

• Usage Based

Create business plans that clarify direction, provide future vision, help attract financing, develop team members, and more.

Funnel Plan

Funnel Plan is the globally-proven software-driven planning discipline designed specifically for B2B businesses. It guides you and your associates, step-by-easy-step, to the smartest go-to-market plan for your business.

Create your canvas. Write your business plan. Do your finances. Plan your roadmap. Get startup schooled and present everything to anyone. It’s simpler, faster and more impactful than ever to start a ... read more about Cuttles

Enloop is an easy, online business plan writing software that's smart, simple and fast. Write a business plan online. Easy business plan template software. Your business plan becomes stronger as your score ... read more about Enloop

• 7 Days Trial

getLaunched

Income statement, balance sheet, liquidity planning – Financials can be quite confusing! It's easy to lose track of financial planning for your business. Every beginning is difficult. There is SO MUCH to do.

TheBizPlanner

An end-to-end productivity software for Buiness Planning. Complete a quick worksheet to understand your idea and connect thoughts. Complete a quick worksheet to understand your idea, connect thoughts and share with prospective ... read more about TheBizPlanner

Business Plan Quick Builder

The automatic business plan generator. Take the sweat out of producing your business plan. Fill out easy to use business plan template and our algorithm automatically generates your professional plan. We provide ... read more about Business Plan Quick Builder

BznsBuilder

We boost your Business journey. We water your idea to grow into a fruitful business plan ready to be launched out to the whole world. Start with a business plan that fits ... read more about BznsBuilder

Reflex Planning

We have the business and process understanding to keep you ahead in your market. Our planning solutions will help increase value from your customers, with market insight and improved service. We will ... read more about Reflex Planning

PlanMagic Business

Our business plan, financial plan, marketing plan and media plan software enables you to create your plan following easy and understandable steps to come to a professional result. We continue to set ... read more about PlanMagic Business

Enterprise Cloud for Strategy. Transform the strategic management in your company with a central cloud platform. Create business apps for your processes yourself by configuring or select best practice applications from the ... read more about Solyp

Automate the process of assuring that what needs to get done, does, and let teams love you for it. InPhase is the all-in-one, self-service enterprise performance management platform. Taking care of your ... read more about InPhase

• Government-relations

The Harmonious

Discover, save and manage business how-tos. A consulting app for business owners who cannot afford a consultant, do not have time and are struggling to scale their business. Quick, easy and actionable ... read more about The Harmonious

• Food-beverages
• Food-production
• Glass-ceramics-concrete
• 7 Days Trial (Credit card required)

Brixx is used by people with a range of different levels of financial experience and expertise. Whether you’re planning your first startup or are a seasoned finance professional, there’s a set of ... read more about Brixx

• Brixx Resources
• Crunch Accounting

Frequently Asked Questions

What does a business plan software do.

Entrepreneurs who plan their business from present to future can help control the degree of accountability for the projections and all proposals and minimize time-consuming indecision. But, creating a business plan is difficult with using the best business plan software. A business plan software includes templates and libraries that help in creating attractive and professional business plans. Whether it is about creating a one-page business plan or multiple pages business plan with in-depth information, a business plan software can enable you to craft a solid business plan that can walk you through each step, providing clarity about risks and opportunities involved with your new business endeavor.

What Are the Main Purposes of Using a Business Plan Software?

Forecasting - The primary purpose of using a business plan software is to create and portray your plan for starting a new business or diversifying the existing one. The business plan tools allow you to create roadmaps that depict the milestones and goals of your business. This would enable you to predict the gains and losses you might experience after converting your business ideas into reality.

Acquiring Funds - Launching a new business idea or business expansion requires investing a considerable amount, and for that, you need the approval of the investors. The business plan builder tool allows you to create convincing business plans that can help you in impressing your investors and stakeholders and convince them to invest in your business project.

Attracting Talent - In order to attract the best talent to work with you and grow your business, it becomes necessary to share impressive business ideas with them. A business plan builder can help you in attracting the best talent in the industry to work with your business organization.

What Are the Most Important Modules of a Business Plan Software?

Creating Business Plan - A business planning software includes a library of templates that allows you to create business plans with a few clicks of a mouse. It walks you through a step-by-step process, asking you several questions about your business idea and helps you come up with a clear and concise business plan that outlines every important aspect of your upcoming project.

Financial Projections - With the help of business plan software, it becomes easy to prepare smart budgets and forecasts, enabling you to create financial projections. This would help you get a clear picture of the required business investment and convince your stakeholders to invest in your business.

Collaboration - A team together can work on the same business plan as the business planning software allows people to collaborate. The team members can make changes to the business plan, leave comments, and monitor the progress on a real-time basis to make sure that an attractive and impressive business plan is being created.

Real-Time Insights - With the help of business plan software, you can set your business goals, track the progress and gain insights to make informed decisions for the future. When you enter your industry or location, the business planning software would show you key performance metrics impacting your business performance and help you create successful business plans.

Who Can Benefit from a Business Plan Software?

Business owners, managers, and employees wanting to create a business plan for starting a new business, launching products/services, or expanding their existing business can benefit from a business planning software. It helps in clearly defining the business objectives, preparing roadmaps for the business's progress, and having clarity over the situation of their business in the future.

How Does a Business Plan Software Make the Process Faster and Simpler?

Almost all the business plan software comes with a pre-set template that asks you questions about your business idea, and upon feeding the answers, it suggests a few elements that you can include in your marketing plan. You also have access to the different samples that make it quick and easy for you to include content in your business plan to impress your investors.

Automatic Financial Calculations

The business plan software automatically calculates your business's investment cost based on built-in formulas and financial information entered by you. Thus, it saves your time and reduces the chances of human errors.

What Should I Look for In a Business Plan Software?

To make the most out of your business plan software, you need to ensure that it has the below-mentioned qualities -

User-Friendly - Ensure that your business plan software is easy to use and deploy so that you can make the best use of it.

Integrations - When your business plan software is integrated with the other tools you are already using in your organization, tasks become simple, and you save a lot of time.

Reporting - The business plan software you choose should help you generate customized reports providing real-time information helping you to make informed decisions.

Reviews - Check the users' reviews for the different business plan tools to find the one that would be the best in terms of usability, features, and technical support.

Choosing the right business plan software when there are so many available in the market can be difficult. GoodFirms' experts have made that task easier for you by presenting before you an intricately curated list of the best business plan software . Here, you have access to detailed information and authentic reviews about each business plan software making your decision process quick and straightforward.

We anticipate that we have answered all of your queries relating to business plan software. In case you have any other questions, please feel free to contact us .

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7 Best Business Plan Software for Startups in 2024

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Launching a new startup is an exciting yet challenging endeavor. Crafting a comprehensive business plan is a critical first step for any founder to outline their vision, objectives, and strategy. It acts as a roadmap to help guide important decisions and next steps as a company grows.

With so many options available, finding the right business planning tool can be daunting. The best software should be affordable, user-friendly, and offer a robust set of features to aid in financial modeling, strategic planning, and more.

In this review, we’ll explore some of the top business plan software solutions designed specifically for entrepreneurs. We’ll compare capabilities, ease of use, templates and resources, integrations, pricing, and more. Whether you’re looking to create an investor-ready plan or simply organize your strategy, choosing the right tool can help you get started on the right foot.

Our #1 Pick: LivePlan

Save time and create a professional business plan with intuitive tools and step-by-step guidance.

Unsure if LivePlan is right for you? Continue reading our comprehensive review below to learn more and explore your options.

Best Business Planning Tools

In this review, we’ll look at seven of the best business plan software platforms — discussing their pros, cons, features, pricing, and more — so you can decide which one is right for your startup.

Best Business Plan Software for Startups 2024:

• LivePlan – Best Overall
• Bizplan – Easiest to Use
• Enloop – Best Automation Features
• PlanGuru – Best Financial Forecasting
• IdeaBuddy – Best for Idea Validation
• iPlanner – Best for Nonprofits
• Wise Business Plans – Best Professional Services

The following tools all have their own great features. Based on its affordable pricing and usability, LivePlan is our top business plan software choice for startups.

Try LivePlan today or continue reading to explore your options!

Best Business Plan Software: LivePlan

LivePlan is the overall best business plan tool, offering a large number of features at an affordable price.

1. LivePlan – $15/month to $30/month

We love LivePlan overall because it offers great value at an affordable cost. The software lets you quickly create a business plan from anywhere in the world using what is arguably the best business plan software available on the market. It does everything better than its competition and costs way less.

What’s more, the online “cloud-based” platform is easy to use and you are under no contract or obligation to keep paying for the service. Even better, if you decide to stop service for whatever reason, Palo Alto Software, the makers of LivePlan, will keep your account active and data preserved for at least a year should you decide to reactivate your account later.

• Create an unlimited number of business plans
• A forecast feature for those less mathematically inclined. Plug in data, and it will generate charts, graphs, figures, and even the profit and loss, balance sheet, and cash flow statements
• 500+ business plan templates spanning all major industries
• Real-time financial data tracking
• Performance dashboards track sales and budgeting
• Create one-page pitch plans for potential investors
• Milestone scheduling feature — Some people will use it when working with others on their plan; it will let you assign milestones to people.
• Low-cost annual plans
• Affordable pay-as-you-go plans
• No cancellation fees
• Data saved for 12-months, even after cancellation
• Clean, modern platform
• Cloud-based; works on any business machine (Linus, Windows, Mac)
• Integrates with Quickbooks and Xero to import your data easily
• Knowledgeable customer support to get help with your plan
• No valuation capabilities
• Templates built on Palo Alto Software’s earlier software Business Plan Pro require some modifications to be used on LivePlan

Insider Information

Talking to the nice people at LivePlan we learned some inside information that we wanted to share with our readers.

Here’s what we learned:

• LivePlan has been used by contestants on ABC’s hit show “Shark Tank” to win over angel investors to help them get their ideas and businesses funded.
• Accountants use LivePlan as an added-value service to sell to their clients.
• Businesses continue using LivePlan because of a feature called “Dashboard” which lets you manually enter your actuals or pull actuals from Quickbooks online to do comparative forecasting and analysis.
• LivePlan helps with business continuity planning (BCP).
• LivePlan executives use LivePlan to make important business decisions.
• “Dashboard” does profit and loss, cash flow, and balance sheet reports and lets you compare and contrast your actuals from your forecasts to be able to show to investors.
• LivePlan lets you create business plans in 1/5th the time it takes using templates.

Customer Reviews

LivePlan receives great feedback from customers. LivePlan reviews average 4.5 stars out of 5 on GetApp. LivePlan is an easy company for us to recommend for the best business plan software.

2. Bizplan – $29/month, $249/year, $349 lifetime

Bizplan rates high on our list because they offer a lifetime plan that gets you “forever access” to their business plan software. As an added bonus, you also receive free access to Startup Courses and LaunchRock, a landing page builder.

• Easy, “fill-in-the-blanks” plan builder
• Publish your business plan online
• Unlimited business plans
• Bizplan takes care of the financials
• Cloud-based (use any browser on any computer)
• Options to add more graphics and photos
• Low-cost yearly plans
• Create unlimited business plans
• Xero to import your data easily
• Excellent and responsive customer support (email/chat/phone)
• Free access to Startup.com and LaunchRock.com
• Discount at Fundable.com (connect with lenders and investors)
• Can’t export in Word
• Doesn’t currently integrate with QuickBooks
• No free trial
• No third-party app integrations

Talking with BizPlan insiders, we learned that the premise behind BizPlan is to help startups easily create professional business plans to give them a leg-up with lenders and investors.

Here’s what else we learned:

• BizPlan’s does all your financial calculations for you.
• BizPlan strives to be an all-in-one solution for Startups needing funding.
• BizPlan is constantly making improvements to its software.

BizPlan receives great feedback from customers. BizPlan reviews average 4.4 stars out of 5 on GetApp. Still a relatively new option, BizPlan already has over 30,000 satisfied customers. As their platform grows, we wouldn’t be surprised to see them integrate even more valuable features. Keep a close eye on this one.

3. Enloop – Free to $39.95/month

If you’re looking to try before you buy, Enloop is a strong choice as one of the only business planning software tools with a free trial.

• User-friendly platform
• Compare your financials against your industry’s performance
• Bank ready financial statements (Profit and Loss, Balance Sheet, Cash flow)
• Lets multiple team members work on a business plan
• 36-Month detailed financial reports
• Sync date and text into your business plan
• Real-time performance rating
• Generated business plan Pass/Fail report
• Multiple currency formatting
• Seven-day free trial (no credit card required)
• Advanced financial ratios
• Financial projections
• Video tutorials to help you with the writing process
• No phone or chat support, just a “contact us” form.
• Three business plan limit per account
• Doesn’t integrate with QuickBooks or Xero
• No financial forecasts beyond 36-months
• No 30-day money-back guarantee

We learned that the premise behind Enloop is to make business planning easier for entrepreneurs. Enloop achieves this by making software simple to navigate through and takes risks off the table with their no credit card needed seven-day free trial. Their business plan creation software offers financial forecasting features for up to 36 months.

• Enloop utilizes 16 financial ratios to get your business ready for investors.
• Enloop offers some sample business plans that are easy to modify.
• Enloop’s performance score increases as you create your detailed plan.
• A new business or small businesses benefit the most from Enloop’s solutions.

Enloop receives fair feedback from customers. Enloop’s reviews average 3 stars out of 5 on PCMag. Enloop’s main complaint is its lack of instructional text for writing mission statements and other key sections. What they rank high on is their efficiency and the speed at which the software lets you write a business plan.

Even beyond the free version, Enloop Basic is just $9.95/month ($6/month when paid annually), so they’re one of the least expensive tools for writing a business plan.

4. PlanGuru – $99/month to $299/month

PlanGuru is a good option if you’re looking for considerably more robust software that offers quite a bit more. The most notable feature we like is the valuation tool, only present on the desktop version of the software. PlanGuru lets you calculate the valuation of your business using three different methods. No other business plan software offers this that we know of.

PlanGuru also offers budgeting, forecasting, and performance tools to help you put together a business plan. In the main, PlanGuru allows you to get a custom-tailored three financial statement budget model up and running out of QuickBooks or Xero in a matter of minutes. PlanGuru’s business plan writing software takes you through a setup process where it asks you questions such as:

• What’s the first month of your fiscal year?
• How many historical years do you want to import?

And, once you answer these questions, PlanGuru then generates a model for you that you can then populate with your historical data if you have it. Then you can go through PlanGuru’s 20+ projection methods.

Some financial data projection methods include:

• Expenses, like payroll, etc.
• Balance sheet items, like accounts receivable, accounts payable, crude expenses, prepaid expenses, loans, etc.

These are only a few of the features the business plan software offers. Here are some more.

• Budgeting/Forecasting Software
• Analytics Service for Financial Performance & KPIs
• Valuation calculations (desktop software only)
• Desktop and cloud-based options
• Free 14-day trial and 30-day money-back guarantee
• Great customer support and knowledgeable sales staff
• Lower-cost yearly plans offered
• Advanced financial calculations
• Business valuation calculations
• No contracts
• Integrates with QuickBooks and Xero
• Costlier than LivePlan and most other business plan software options
• Additional cost per user can add up quickly

The great thing about PlanGuru is that the only thing you have to worry about is the income statement and balance sheet projections because the cash flow statement is automatically generated.

Then once you have the cash flow statement, income statement, and balance sheet in place, you can then lock down the budget.

• PlanGuru’s desktop version has three different types of valuation methods that calculate the worth of your business.
• PlanGuru has some really nice reporting tools that pull together your financial statements into table formats, say, for the bank, line-by-line.
• PlanGuru also has some nice charts, graphs, scorecards, and some easily digestible reports that can help you visualize how your company is performing.
• Exports to Excel, PDF, and Word documents –and, there’s even a tool that lets you create customized reports.
• You can print your plan off too to show partners, lenders, and investors.
• PlanGuru now offers a cloud-based version of its software, though it will take some time to catch up to the rich features offered by the current desktop software version.
• With PlanGuru you also get free updates, bug fixes, and new releases as they become available.

Important Note: These tools are important because investors may want to see not only historical performance but also projections.

5. IdeaBuddy – Free to $35/month

IdeaBuddy makes our list because of what’s behind their approach. IdeaBuddy focuses on helping entrepreneurs develop their idea first, then share it, and then refine it into a plan. If you have a business idea and don’t know what to do next, IdeaBuddy could be what you’re looking for in a business plan software.

• Single-page business plan pitch (Idea plan)
• Clean modern design platform combined with great financial tools
• Marketing plan for selling and promoting your products
• Market overview plan where you create targeted customer profiles, identify your competition and calculate the market potential
• Business plan creation that includes forecasting performance and cash flow projections
• A proprietary algorithm calculates a final score for your idea providing recommendations for improvement after you complete “Story Mode”
• Idea Journal, that is an internal business plan for you to show potential investors
• A lifetime plan costs only $178
• Great for developing ideas
• Great for doing market research
• Pay-as-you-go plans offered
• Email-only customer service
• Software lag time issues
• Fewer software options than most other small business options

IdeaBuddy has some great features that are fantastic from idea conceptualization down to cost projections and the laying out of steps to take to start a business. We would have liked, however, to been given more KPIs that would notify us of tasks, help with idea validation, and help us measure other objectives to better monitor the health of our business. Another thing lacking was the design of the finished plan–it contained some noticeable structural issues.

IdeaBuddy has received some outstanding customer reviews on GetApp. IdeaBuddy has earned a 4.6-star rating out of 5 possible stars.

6. iPlanner – Starts at $55/year

iPlanner is a comprehensive business plan software that has been aiding entrepreneurs since 2007, providing a robust framework for developing business plans, models, and financial forecasts online.

• Unlimited Team Members & Collaboration
• A La Carte Pricing Model vs Packages
• Discounts for Serial Entrepreneurs & Business Coaches
• Solid amount of industry knowledge and experience.
• They’ve got two trademarked business planning services, Startup Framework™ and Strategy Designer™
• All of their business planning packages allow you to have unlimited collaborators and assign people three different roles: Project Owners, Advisors, and Viewers.
•  Their Startup Framework software has a business modeling section where you can design a business model canvas and strategize as much as you need before diving into your plan.
• Doesn’t have a month-to-month option for either of their services. Their Strategy Designer is payable only annually, while their Startup Framework is available for 3-month, 6-month, or 12-month payments.
• They don’t offer refunds
•  Their website is pretty old school and tough to navigate.
•  Unlike other business planning software, iPlanner doesn’t offer a free version or trial. However, you can take a tour of their Startup Framework software or view a demo of the Strategy Designer to get a feel for them.

iPlanner’s Business Planning Software

If a simple framework is all you’re looking for, iPlanner can help you out. They don’t have many bells and whistles, but at these price points, they offer a good value for nonprofits and corporations.

7. Wise Business Plans – Pricing by Request

Wise business plans website is a little confusing to navigate, and pricing is by request only, which can get frustrating. They do have a lot of options for different kinds of business plans for various types of business types, which makes them versatile. They also have business building and funding options as well. And, if you wish to establish business credit, they offer net-30 accounts that get reported to Equifax business.

• Claim to be the only business plan company to write for Fortune 100 and 500 companies
• Business formation services
• Business license searches
• EIN services
• Digital marketing services
• Business website design and branding
• Has a lot of helpful information
• Helpful options for forming your business
• Options to help after you start your business
• Helps small businesses establish business credit
• Not an actual business plan software
• Expensive by comparison
• Website is difficult to navigate
• Pricing is by request only
• Limited products and features
• Turnaround is one month
• Requires some work on your end

Business Plan Software Pros and Cons

• By using business plan software providers, you’ll be able to create a solid outline for your business. Although some of the options above are better than others, each will walk you through from start to finish.
• No matter how you look at it, business plan software is cost-effective. As long as you actually use the tool, you’ll generate significantly more value than you’re spending on monthly subscription fees.
• If you spend the time to create a solid plan, you’re much more likely to hold yourself accountable. Think of planning software like an accountability buddy for entrepreneurship.
• Your business plan tool will help set realistic financial goals, and most can also keep your bottom line in check by integrating your accounting software.
• Business planning software enables you to collaborate with partners, mentors and investors.
• Some of the business plan tools don’t offer support and can have slightly buggy features. That said, if you’re serious about writing a solid plan, go with a tool that’s constantly updated and well made.
• Although some business plan tools have a collaboration feature, none of them can review it when you’re done. All business planning tools lack a human touch.

How to Choose the Right Business Plan Software

With the array of business planning tools available, it can be daunting to select the right one for your needs. Here are some tips for choosing a business plan software solution:

• Consider your skill level – Opt for software like a wizard-guided template if you are less experienced in writing plans. Choose more advanced software with greater flexibility once you know what you are doing. Look for drag-and-drop tools to easily organize sections.
• Determine your budget – Prices range from free to several hundred dollars. Know how much you can spend before shopping.
• Compare features – Look for software with the specific tools you need, like financial projections, sample text, customizable templates, and more.
• Evaluate the financial tool capabilities – The software should provide extensive financial tools like forecasting, modeling, projections, and dashboards to streamline financial planning.
• Check reviews and ratings – Get feedback from other users about their experience with the software. High reviews indicate easier, more user-friendly software.

Which Is the Best Business Plan Software?

You know the unique requirements of your startup better than we do. These are all quality services that offer business planning software tools for entrepreneurs like you. Feel free to read over our full reviews if you’d like to know more about any of them or even visit the websites directly.

In general, we do prefer LivePlan because they have a huge library of business plan templates, and we love their convenient dashboard. They’re the planning software that is most likely to help you via customer support, continue updating their tool, and figure out ways to make your business experience better. Enjoy!

What is the purpose of a business plan?

The purpose of a business plan is to provide a structured outline and roadmap for a business’s goals, strategies, and operations. It serves as a guide for decision-making, resource allocation, and management. 

Furthermore, it can be a crucial tool for attracting investors, securing loans, and ensuring that all stakeholders have a clear understanding of the business’s direction and objectives.

What does business plan software do?

Business plan software assists entrepreneurs and businesses in creating, organizing, and refining their business plans. It provides tools, templates, and guidance to streamline the planning process. 

Features often include financial forecasting, market analysis, visual aids like charts and graphs, collaboration capabilities, and even integration with other business tools. This software aims to simplify the task of creating a thorough and professional business plan.

How do you write a business plan?

To write a business plan, start by writing an executive summary that provides an overview of your business idea, products/services, market opportunity, and projected growth. Outline your company description, industry analysis, target customers, competitive advantage, marketing and sales plans, operations, management team, and financial projections.

How long should a business plan be?

The length can vary based on the complexity of the business, its stage, and its intended audience. In general, it might range from 15-50 pages. However, the key is to ensure that the plan is comprehensive yet concise. 

For many situations, especially when seeking investment, a more detailed one is preferable. Yet, for internal purposes or for businesses at very early stages, a shorter, more concise plan might suffice.

Are there business plan templates on Word?

Yes, Microsoft Word has business plan templates you can download and customize. The templates provide section headings, instructions, sample text, and tables to input your specific business information.

What is Palo Alto Software?

Palo Alto Software is a company that’s been around since the late 1980s. They created business management software for startups and existing businesses. The software has since been updated and rebranded as LivePlan and today happens to be one of the most sought-after business plan software available in the marketplace.

Individual Business Plan Reviews

Further Reading

• What Is a Business Plan? July 2, 2024
• Lean Startup Business Plan Guide July 2, 2024
• The 7 BIGGEST Business Plan Mistakes to Avoid July 10, 2024

Topics to Explore

• Startup Ideas
• Startup Basics
• Startup Leadership
• Startup Marketing
• Startup Funding

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Best Business Plan Software for Mac of 2024

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Use the comparison tool below to compare the top Business Plan software for Mac on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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5 Best Free Business Plan Software in 2021

It’s a long journey from having a start-up idea to creating a plan, raising funds, and finally getting the business started. It takes extensive effort to create a business plan that would lure in capital support from investors. A business plan software is the best tool available in the market to help you with that. 

A  business plan software  offers built-in templates to create business proposals in no time. Users can search the business plan template based on their needs and write up a plan using its step-by-step guide. A business plan software allows users to identify and analyze the strengths, weaknesses, opportunities, and challenges that are anticipated in the respective business field. This has led to the rapid growth of business planning tools. According to a report, the global market value of business plan software is expected to reach  USD 1,37,871.4 thousand  by 2027. 

There are multiple free and paid options for business plan software available in the market today. So it can be a little tricky to choose the best-suited software from the pool. If you are a beginner, it is better to start by exploring the free tools and understand them before purchasing a paid plan. To help you make an informed decision, we have listed the 5 best  free business plan software  in 2021.

Table of Contents

What should users look for in business plan software?

Following are the top features of a business plan software that one can use to reap its maximum benefit –

• Pre-designed business plan templates
• Collaborative tools
• Social sharing features
• Investor management
• Fundraising management
• Step-by-step template guide
• Performance dashboards
• Import/export functionality
• Multi-device support
• Data security
• Intuitive UI

Which are the 5 best free business plan software in 2021?

Following are the 5 best business plan software available in the market for free. These tools can be used for businesses of all sizes –

1. LivePlan

LivePlan is one of the  best business plan software in 2021 . It offers a comprehensive solution with a complete set of business planning tools. LivePlan provides more than 500 sample templates that help users to create appealing business proposals in no time. It also provides step-by-step instructions to guide users to make the best use of the software. These instructions explain the key components that users should add to different sections of their business plan. In addition, LivePlan also offers video tutorials on business planning.

LivePlan follows an SBA-approved format for drafting business proposals. It is a cloud-based platform with an easy-to-use interface. Users can create balance sheets, charts, graphs, cash flow diagrams, and profit/loss figures using LivePlan and add them to their business plan. It also enables users to keep track of their financial data with real-time updates. 

Key features

• Performance dashboard
• Milestone scheduler
• Third-party integration with Xero and QuickBooks
• Cost-effective
• Financial projections
• Financial forecasting
• Step-by-step instructions
• Online customer support
• Export file format compatibility with MS Word and PDF

LivePlan offers a free trial on its subscription plans that start at  $11.66/month . 

Enloop is an online  free business plan software  with a real-time performance score tracker. It can be used to automate business planning tasks. Enloop can automatically draft business proposals online that are ready-to-use. 

Enloop has a fairly easy-to-use platform with an intuitive UI. Users can create graphs, figures, and balance sheets to make their business plans appealing to investors. Enloop also supports a multi-user login that allows teams to work simultaneously on a project . 

Enloop creates regular financial reports that allow users to keep track of monetary transactions and distribution. It also provides in-built templates for users to create effective business proposals in no time. It also offers video tutorials that guide users through the proposal template and help them draft different sections of the business plan.

Enloop offers a freemium plan that is available for public use without any subscription charges. Advanced plans are also available that start at  $11/month . Paid plans also come with a free trial option.

3. Upmetrics

Upmetrics offer  free business plan software  with great financial modeling features. Users can utilize its business plan editor tool to create a refined business proposal in no time. It also allows users to create profit/loss charts, graphs, and figures to add additional value to the business proposal.   

Upmetrics has an in-built pinboard that can be used to organize business and financial data. It offers a free trial for its subscription plans where users can create multiple projects for free before finally implementing the paid version. It also allows multi-user login that supports team collaboration. In addition, Upmetrics offers a permission control feature that provides online data protection against any unauthorized action. 

• Permission control
• Multi-user login
• In-built business templates

Upmetrics offers a free trial on its subscription plan that starts at  $15/month .

4. IdeaBuddy

IdeaBuddy is a business planning platform that allows users to create a single-page business plan pitch. It offers financial tools for creating business plans and promote them in the market. IdeaBuddy utilizes financial forecasting feature to predict the opportunities and challenges of a business idea. 

IdeaBuddy supports cash flow projections for efficient financial planning. Its proprietary algorithm also calculates the performance score of a business idea beforehand so that users can make appropriate modifications to overcome the issues. 

A complete business model can be designed with this software. Being a cloud-based application, it supports multi-user login and remote accessibility as well. The key features of IdeaBuddy as a business planning software is as follows –

• Intuitive dashboard
• Step-by-step guide
• Pitch presentation
• Financial projection

IdeaBuddy offers a free trial on its subscription plans that start at  $6/month .

5. BizPlanBuilder

BizPlanBuilder helps entrepreneurs build professional business plans. It offers in-built templates with an easy-to-use drag-and-drop functionality that allows users to add content with just a few clicks. BizPlanBuilder is a cloud-based software that supports remote accessibility . So, it is one of the best options for companies with a distributed workforce.

BIzPlanBuilder follows a two-way authentication protocol to protect data from potential malware. In addition, it offers free start-up courses for users where they can learn tips and tricks for creating an appealing landing page for their business. Users can export their business plans in a PDF format and share them with clients. BizPlanBuilder currently works in integration with Xero and QuickBooks.

• Collaborative features
• Remote accessibility
• Two-way authentication
• User-friendly dashboard
• In-built business plan templates

BizPlanBuilder offers a free trial on all its subscription plans that start at  $97/year .

Most of the time having a business idea is not enough. It has to be backed up with a solid plan of execution, marketing, finances, and much more. Drafting a business proposal that will stand out in this highly competitive market takes time and can sometimes be tiring. Business plan software is just the right solution if you are stuck in something like this.

But again, choosing the right software can be tricky. It is recommended to start with options that are available for free. This way you can understand the process and filter the required features based on your needs. Once you are there, you can go ahead and purchase advanced paid plans. 

In this article, we have listed the 5 best  free business plan software  that can be used by both professionals and non-professionals. And in case, you wish to explore more options, do visit us at  SaaSworthy .

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Project Management

Best project management software for mac & ios in 2024: what’s the best project management tool for apple.

Cloudwards.net may earn a small commission from some purchases made through our site. However, any earnings do not affect how we review services. Learn more about our editorial integrity and research process .

If you’re a project manager who uses Apple devices and wants versatility when it comes to project management software, you’re in luck. Fortunately, some of the best project management tools can be used via native apps for macOS and iOS. Here, we’ll look at the best options for project management software for Apple devices.

Last Updated: 18 Apr'24 2024-04-18T11:00:07+00:00

All our content is written fully by humans; we do not publish AI writing. Learn more here.

While project management apps run well via web browsers (see our list of the best web project management software ), our project management gurus always recommend using native apps for operating systems. Native apps can bring stability and performance boosts. However, not all apps are created equally. In this guide, we’ve rounded up the best project management software for macOS and iOS.

Key Takeaways: iOS & Mac Project Management

• monday.com is the best overall project management software for Mac users. However, all the options listed here offer apps for macOS and iOS that get the job done.
• The iOS mobile apps for each platform are barebones but are fine to use for basic task management.
• Before signing up for the paid plans, be sure to take advantage of the free trials on offer. Key features vary from platform to platform, and it’s worth taking the time to find the best solution for you.

After running a series of hands-on tests, we concluded that monday.com is the best overall software for Apple users, thanks to its powerful feature set and solid desktop and mobile applications. However, there are many others here that made our list of best project management software (click the link to read it). Below, we will break down our picks for the best project management software for Mac and iOS.

Rewrote the article: changed the order of the list and swapped out a few entries to better reflect the current market.

Rewrote this article; updated to feature a new layout and to add more software options.

Removed reference to discontinued ClickUp Business Plus plan.

Updated to reflect changes in the naming of Asana’s pricing plans.

Top Project Management Apps for macOS & iOS

What makes the best project management software for mac & ios.

What makes a piece of software a viable option varies from person to person. However, we look for project management tools that work well in web browsers and native apps.

With this in mind, we’ve tested those below to make sure they’re stable, smooth and to see if they play nicely with touchscreens. Below are six task and resource management apps that stand out, including monday.com, Asana, Wrike, Trello and ClickUp.

Check out our project management courses and grab a limited-time offer. Registration available now!

• monday.com — Powerful, beautiful and feature-packed, monday.com takes the top spot
• Asana — A beautiful task management platform with a solid free tier and friendly UI
• Wrike — One of the best apps thanks to solid features and a clean interface
• Trello — The master of kanban boards performs well on iOS and Mac devices
• ClickUp — A fully featured project management solution that’s great for complex tasks
• nTask — Easy-to-use task management software that’s also wallet-friendly

The project management solutions above represent the top performers in our tests for iPhone, iPad and Mac users. The programs excel at managing multiple projects, and they offer compelling free and paid tiers. In addition, the apps are well-designed, fluid and easy to use. It should be no surprise that monday.com takes the project management crown, but all of the programs here are solid.

The 6 Best Project Management Software for Mac & iOS

Below, we’ll break down the six Mac project management suites listed above. Have a look at the list to see which platform is the right task management software for you. 

1. monday.com

More details about monday.com:

• Pricing : Free, $9 per month (one-year plan) per user
• Provider website : monday.com
• A robust feature set
• Easy on the eyes
• Great desktop & mobile apps
• The free plan could be better
• The Basic plan is too basic
• iOS app is light on features

monday.com is the best iOS and Mac project management software thanks to its comprehensive feature set that offers all the charts, reports, integrations and communication tools you could need. The software looks beautiful, is easy to manipulate and provides enough security to put end users at ease. 

Whether you’re managing simple tasks or complex projects, monday.com will have your back. You’ll find Gantt charts, kanban boards, timelines, calendars and robust tools that will help your team. While integrations with many popular apps and automations are present in the desktop app, they’ve been removed from the iOS app, which is unfortunate but understandable.

A plus is monday.com’s touchscreen UI. During our testing, we found that dragging cards to assign tasks and moving lists with the swipe of a finger is effortless. It’s also easy to connect an account to the iOS app. To connect your account, you scan a web-based QR code with your device’s camera. In seconds, you’re logged in. Our experts believe monday’s strength lies in its seamless operation across its different versions.

Multiple Views Make monday.com Shine

monday.com shines thanks to its views. One of the best tools is the dashboard, which is available in the browser and desktop app. The dashboard puts tools, like Gantt charts, kanban boards, workloads and calendars, in one place for easy management. Unfortunately, dashboards cannot be created on mobile devices, but can be viewed.

Depending on the plan you choose, you’ll get access to multiple views within the software, and they all operate just as smoothly on the desktop and mobile versions as they do in the browser. The views and how information is presented make monday.com a leader in task management software. You can read more about the tools and features in our monday.com review .

monday.com is a powerful project management application. The feature set is robust and the design is easy on the eyes; the only downside is the pricing. The free and Basic tier (costing $9 per month per user annually) are not competitive. However, the Standard tier — $12 per user per month annually — offers great value. There’s also an advanced $19 Pro tier and an Enterprise plan if needed.

Overall, monday.com is an attractive, feature-packed project management solution. You’ll find that the multiple views; slick web, desktop and mobile apps; and automation and integrations make monday.com easy to use. If you’re still not convinced, monday offers a generous free trial of the software that allows you to see what it can do. 

• Maximum users: 2
• Minimum users: 3; All prices per user
• Enterprise-level features.

More details about Asana:

• Pricing : Free, $10.99 per month (one-year plan) per user
• Provider website : asana.com
• Excellent free plan
• Easy to use
• Full-featured desktop app
• Comparatively expensive
• iOS app lacks features

When it comes to project management software for Mac and iOS users, Asana is a close second to monday. Asana is a powerful project management app that helps managers oversee multiple projects and teams. The free tier offers space for up to 10 team members, unlimited tasks, and provides enough views and Asana integrations to get you started.

As with other platforms, Asana offers paid tiers that add more robust project management features and admin tools. When we tested Asana, our biggest gripe was just how expensive the paid tiers are compared to its competitors, while not offering anything radically different. You can learn more about the feature sets on offer in our full Asana review .

The native desktop app for Mac computers is identical to the web tool. You’ll find the same features and views, like a kanban board, timelines and calendars, as well as integrations and automations. The mobile app, while pleasant to use with touch, is OK, but its views are limited, and you cannot set up integrations from within it. It’s still handy to use while on the go, though.

Apps Take Asana to Another Level

All good project management software offers integrations, and Asana grants you access to over one hundred apps from the get-go, which is a sizable collection. You’ll find integrations — or apps as Asana calls them — for Slack, Gmail, Zoom, OneDrive, Microsoft Teams and more. If you choose the Business tier, you’ll get access to Adobe Creative Cloud and a few more apps.

You can easily set up integrations and automations from the desktop and web-based versions of Asana, and if you use the iOS app on an iPad or an iPhone, you’ll still trigger the automations you have in place. This level of continuity across multiple platforms makes Asana one of the best tools for Apple iOS and Mac users.

The biggest downside of Asana is its price structure. For small businesses, it’s hard to go wrong with the Asana free plan . The Starter plan — $10.99 per user per month annually — offers more tools and views, but the pricing is steep. The Advanced tier — $24.99 per user per month annually — is ideal for large companies thanks to its resource planning tools, but it has an even bigger leap in price.

If you’re a business owner looking for a comprehensive suite of tools to track projects, Asana is a solid choice. Our experts found that the colorful user interface is a joy to use, and the integrations, views and team collaboration features are plentiful. We just wish it was a little more affordable. Still, when it comes to Mac project management software, Asana is a gem.

• Up to 10 users
• Price is per user. unlimited users, expanded features
• Price is per user. unlimited users, even more features
• Custom pricing, advanced security features

More details about Wrike:

• Pricing : Free, $9.80 per month (one-year plan) per user
• Provider website : wrike.com
• A good free version
• Plenty of tools & views
• Feature rich macOS app
• Uninspiring user interface
• The iOS app is barebones
• Dramatic price jumps

Wrike might not be the most visually appealing project management software ever designed, but it’s still one of the best pieces of project management software for Mac. Wrike is easy to use, feature-packed and relatively affordable. iOS and Mac users who favor function over form will love this project management tool’s desktop and mobile applications.

The free version of Wrike offers a kanban board, task lists, 2GB of storage, several integrations and effective task management tools. However, Wrike shines when you step into the paid tiers, thanks to more integrations, subtasks, Gantt charts, reports and better security options, like two-factor authentication. You can find out more in our complete Wrike review .

After extensive trials with Wrike, we concluded that its Mac app looks and functions the same as the browser version, which makes working in both effortless. The bad news is that the iOS version of Wrike leaves a lot to be desired, due to its limited feature set. You can still manage projects, but don’t expect to dive deep into them while on an iPad or iPhone.

Versatility Is the Name of the Game

Wrike makes task management easy with superb versatility. Thanks to its views, Wrike is equally comfortable dealing with simple tasks as it is dealing with complex projects with many moving components and multiple team members. Wrike has a good kanban tool, and the Gantt chart, subtasks and project blueprint tool options in paid tiers are also top quality.

The views are easy to read and use across multiple devices, especially on an iPad, thanks to the responsive drag-and-drop and pinch-to-zoom actions on the touchscreen. No matter where you use Wrike — a web browser, desktop client or the mobile app — you’ll find that Wrike’s outstanding functionality translates well into each version of the software.

Wrike is a robust piece of project management software for Mac and iOS devices. You’ll enjoy using it if you can get past the bland but functional user interface. The Wrike free tier is fine for individuals or very small businesses. However, if you want to manage bigger teams and projects, you’ll need to step up to one of the paid tiers, which dramatically increase in price.

The Team tier — $9.80 per user per month annually — offers Gantt charts, unlimited projects, tasks and subtasks, 50 automations, multiple views and support for up to 25 team members. 

The Business plan — $24.80 per user per month — adds cloud-based software, more automations and advanced features. There are also Enterprise and Pinnacle plans. Overall, Wrike is a project management tool worth trying.

• Unlimited users. Basic features.
• Price is per user. Plans for 5, 10 and 15 users.
• Price is per user. No monthly option. Plans for 5 to 200 users.
• For large teams; Enterprise-grade security and scalability; Plans for 5 to an unlimited number of users.
• For teams with complex work needs; Advanced tools and analytics for complex work; 5 to unlimited users

More details about Trello:

• Pricing : Free, $5 per month (one-year plan) per user
• Provider website : trello.com
• Clean user interface
• Feature stocked desktop app
• Great free plan
• iOS app is basic
• Questionable privacy policy

Trello is, by far, the best kanban board application available. The only reason why our expert testers placed Trello in the fourth spot is because it only offers a kanban board, whereas the other options listed provide a full suite of project management tools; but wow, what a kanban board it is! Trello is clean, slick, easy to use, offers tons of integrations for free. You can find out more in our Trello review .

The free plan of Trello lets you add as many team members, integrations, automations, projects and lists as you need. Trello also comes packed with well-designed project templates. Trello does offer a few paid plans that add unlimited boards, a mediocre calendar, and advanced security and admin features, but after testing them, we found they do not offer good value for money.

The macOS app makes Trello a great project management tool for Apple users. The app offers everything that the browser version does, including integrations and automation support. It’s also as smooth as butter when in use. However, the iOS application is very basic. While it’s nice to interact with your kanban board via touch, the application offers hardly any features or tools.

Unlimited Power-Ups and Automations

Out of the box, Trello is already a powerful task management tool; however, when you factor in unlimited integrations — known as power-ups in Trello — the usability dial gets cranked to the max. You’ll find integrations with apps that help with time tracking, portfolio management, document management, collaboration features, file sharing, reports and more. 

We have to mention task automation here because automations can easily make Trello work for you. For example, Trello can notify a team member on Slack that their project needs attention, and you can automatically share files, perform bulk actions and send emails without lifting a finger. The free plan offers unlimited automations, so you can make the most of them.

Trello is one of the best pieces of Mac project management software and should be considered by teams and businesses of all sizes. The project management app is easy to use, automations are powerful and it has the best representation of the much-beloved kanban board we’ve ever seen. Above all, almost every feature you could possibly need is available on the free plan.

If you need more from Trello, there are premium plans. The Standard plan — $5 per user per month annually — adds unlimited boards and larger file size uploads. 

The Premium plan — $10 per user per month annually — adds views, priority support, and admin and security features. Meanwhile, the Enterprise plan — $17.50 per user per month annually — adds security options. The free plan is still best for most, though.

• Unlimited users, 10 boards, Unlimited power-ups, Unlimited storage
• Price is per user, Unlimited boards, Custom fields, Invite guests
• Price is per user, Several new views
• Price is per user, Advanced admin & security settings

More details about ClickUp:

• Pricing : Free, $7 per month (one-year plan) per user
• Provider website : clickup.com
• A competitive free plan
• Lots of features
• Polished macOS application
• Not very intuitive software
• Poor touch support on iOS

Fifth on our list of best project management software for Mac is ClickUp. It offers a huge repertoire of features and is a favorite of software developers (and our in-house experts) thanks to its sprints. The software has a clean interface, time tracking and ClickApps (integrations). You can find out more about the features in our ClickUp review .

However, the price model is what makes ClickUp stand out.

You’ll find that ClickUp offers lots of tools and key features in its free tier ; however, many tools have use limitations. For example, you’ll be able to use the Gantt chart tool so many times per month. As you progress through the paid plans, limitations are removed and new features are added. The pricing is very competitive, which makes ClickUp quite appealing.

The macOS application is stellar. You’ll find all the tools and features you need (depending on your plan), including Gantt Charts, kanban boards, mind maps, tables, workloads and more. You can even implement ClickApps.

However, the iOS app isn’t the best. From our hands-on testing, we noticed that while you can touch items to select them, you cannot move them by dragging, and you only get list and calendar views.

Views Galore Make ClickUp Incredibly Versatile

ClickUp is a project management platform that does many things well. If you like kanban boards, you’ll like the one ClickUp offers. If you prefer lists and tables, ClickUp has you covered. If Gantt charts, timelines, whiteboards, activity and workload views are your thing, you’re in business. However, the stand-out view is the mind map.

If you like to brainstorm or prefer exploded views and subtasks, the mind map view in ClickUp will be right up your alley. The mind map gives you a complete overview of your project and allows you to track every component of it on one screen. The mind map can be as big as you need it, and navigating it is easy thanks to the large work area you’re given. It’s a fantastic tool.

When it comes to pricing, ClickUp is competitive. The Unlimited plan — $7 per user per month annually — adds unlimited storage, integrations, dashboards, Gantt charts and more. For $12 per member per month annually, the Business tier adds the mind map, advanced time tracking and advanced automations.

Compared to other software solutions, you’ll need to spend more time with ClickUp to learn how its many tools work. However, your persistence and time will be rewarded with a versatile app that will serve you well. Pick the plan that suits you and your team, and you’re sure to be satisfied.

• Basic functionality with some limitations
• All prices per user

More details about nTask:

• Pricing : Free, $3 per month (one-year plan) per user
• Provider website : ntaskmanager.com
• Low cost of entry
• A good set of features
• Fairly easy to operate
• The very limited free tier
• macOS & iOS apps need improvement

nTask is not the prettiest platform, but its versatility makes it a prime choice for project scheduling. The free Basic plan is limited to five team members but offers unlimited workspaces and tasks. You can use integrations, powerful timesheets and time-tracking tools, but you’re limited to list, grid and calendar views. Your money goes far in the paid plans, though.

The project management tool boasts list views, calendars and kanban boards, as well as time, risk and issue tracking. There are collaboration tools, document storage and sharing, milestones, subtasks and advanced reports. 

However, like other project management apps, nTask unlocks features and tools at various price points. For a more comprehensive look at nTask’s plan features, check out our nTask review . 

nTask’s apps for Macs and iOS devices are adequate, but our firsthand experience with them reveled that they lack some key features, like timesheets, time management and being able to implement integrations. Still, if you’re traveling and need to manage the basics from the road, you can do so quickly, especially on an iPad, where you can swipe, push and pull items in lists and boards efficiently.  

Timesheets Are nTask’s Ace in the hole

Many resource management apps offer time management and time tracking via integrations, which is fine. Still, it’s always better when a key feature is found baked into the software. That’s exactly what nTask has done, and they have done it very well. The timesheet tool, which is accessible via the web version of nTask, is powerful yet easy to use.

Each task can be added to a timesheet, and the manager or team member responsible for the job can input how much time has been spent on the activity. This tool makes it easy to see if a task is being neglected or is taking too long. We wish this resource management tool, which is available in every plan, was available on the desktop and mobile apps.

Regarding pricing, nTask is competitive. The Premium plan — $3 per month per user annually — gets you everything in the Basic tier plus unlimited projects, Gantt charts, a kanban board, advanced filters, 5GB of file storage, sub-tasks, milestones and more. Step up to the Business plan — $8 per user per month annually — and they add in risk tracking, advanced reports and admin tools, priority support and many other tools.

Overall, nTask is a fine task management platform that provides easy-to-use task lists and other project tools that will help teams plan. nTask is not what we would call good-looking, but our experts determined that the interface is easy to navigate on web, desktop and mobile platforms, and the paid plans offer exceptional value for money.

• Maximum 5 team members.
• No minimum or maximum team members.
• Self-hosted option. 50 team members minimum.

Final Thoughts: Project Management Software for Mac & iOS

Mac and iOS users are spoiled for choice when it comes to project management software. The six pieces of software we’ve covered will help individuals and businesses alike, thanks to their features and strong web, desktop and mobile applications. It’s hard to go wrong with any of the options, but if you want to be a productivity monster, we recommend monday.com , hands down.

What do you think about this roundup of Mac product management software? Which one do you think is the best project management software? Do you use any of the software listed? Do you plan to try any of the platforms? Which option piques your interest the most? Let us know in the comment section, and thank you for reading.

No, Apple does not have any project management software of its own.

No, Microsoft Project was not designed with macOS in mind, so there’s no Mac option available.

The best free project management software for Mac will depend on what you need, but for us, it’s a toss-up between Asana and Trello . Both offer robust features in their free plans.

The best project management platform overall is monday.com. The slick user interface makes monday.com enjoyable to use , while its robust feature set and project tools can help any project manager tackle tasks of all sizes.

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• Free Project Management Software
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• Asana Pricing
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13 Best Project Management Software & Apps For Mac In 2024

Are you looking for the best project management software solutions for Mac? If so, you’re in luck. Many great options are available, each with its features and benefits. In this article, I’ll review 13 of the best project management software for Mac users in 2023.

Our work is supported by affiliate commissions.

If you’re a Mac user, you know that some excellent project management software options are out there, just like the ones listed above. But which one is the best for you? I’ve put together a list of the 13 best project management software for Mac users so that you can find the perfect tool for your needs.

Best Project Management Software for Mac Users

Here’s a list of the 13 best project management software & apps for Mac in 2023:

1. Monday.com

Best cloud-based pm tool.

• Quick and easy communication to help you resolve problems fast
• Great features to help you manage your work and boost productivity
• Flexible plans to suit the needs of any organization.
• A visual approach to ease and simplify your task management process.
• Tiered per-person pricing may become expensive for larger teams.
• The interface may be overwhelming for first-time users.
• Activity logs are limited, making it difficult to track progress.

Monday.com is a cloud-based project management software for Mac that I believe is one of the best on the market. I love its user-friendly interface and versatility – it can be used for any project. The app is also great for team collaboration, as it has different functionalities that allow team members to communicate and work together efficiently. I think Monday.com would be most beneficial for project managers, as it is packed with features that make managing projects more accessible. However, Monday.com would also be great for team leaders and individual contributors who want to boost their productivity. I highly recommend giving it a try!

Popularly known as the number one Microsoft Project alternative, Monday.com is a cloud-based project management tool that enables teams to collaborate on projects of all sizes, track progress, and get updates. Using this intuitive software will save a lot of your time. Its visually appealing and intuitive interface makes it easy for team members to stay organized. You can utilize it on your phone and PC.

Key Features

The centralized dashboard gives you an overview of all your ongoing projects and tasks in one place. You can add new projects, edit existing ones, who is working on what, what's due, and see the status of each project in one place. This way, you can quickly identify what needs to be done and by whom.

Automate all your repetitive tasks using Monday.com's automation feature so that you can focus on more important things. For example, you can set up an automation to automatically assign tasks to team members based on their skills and availability. It will save you a lot of time and hassle in the long run and ensure that no repetitive task is forgotten or overlooked

Kanban is a project management methodology that helps you visualize your work and progress. You can create, track, and manage your tasks in an efficient way. This will help you identify any bottlenecks in your workflows and make necessary changes to improve them. Prioritize each task and balance demands according to your capacity with the help of this feature.

With the help of the Files feature, it gets easier for you to upload and share files with your team members. This is especially useful for larger projects that require multiple files. You do not have to worry about the file type, as Monday.com supports all major file types ensuring that your team has one collaborative space for managing all their project files.

Integrations

Connect your favorite apps and tools to Monday.com to automate tasks and boost your productivity. The app offers multiple integration options, including popular sales and marketing software like HubSpot. Setting up your favorite tools is not difficult, as integrating any tool you want requires just a few clicks. You can also follow the software's recommendations of integrations for your team to manage and execute tasks more efficiently.

This visual tool helps you plan, track, and manage your projects. It is beneficial for complex projects that require multiple tasks and dependencies. You can visualize your project timeline and track progress to identify any potential problems and make necessary changes helping you achieve milestones promptly and never miss any deadline.

Create, edit, and share documents with your team utilizing the Docs feature of the software. This is a great way to keep all your project documentation in one place. You can create workflows from words and make real-time collaborations with your team, helping you achieve your project goals fast and efficiently.

• Dashboard: The centralized dashboard gives you an overview of all your ongoing projects and tasks in one.
• 3 Work Boards
• 2 Team Members
• Unlimited Docs
• 500 MB Storage
• 200+ Project Templates
• Unlimited Boards
• Unlimited Team Members
• Unlimited Viewers
• 5 GB Storage
• 1-Week Activity Log
• Calendar, Timeline, Map Views
• 250 Actions for Automations
• 250 Actions for Integrations
• 20 GB Storage
• 6-Month Activity Log
• Unlimited Guest Access
• 25000 Actions for Automations
• 25000 Actions for Integrations
• 100 GB Storage
• 1-Year Activity Log
• Dedicated Customer Agent
• 250000 Automations
• 250000 Actions for Integrations
• Enterprise Analytics

Read more Monday pricing or Monday review

Monday.com offers five pricing plans: Free, Basic, Standard, Pro, and Enterprise, that range from $0 to $16 or more in case you choose Enterprise, which is priced according to the organization's needs.

Perfect For Project Managers

• ClickUp comes with excellent technical support, so you can always get help if you need it.
• Many available video tutorials make learning to use ClickUp easy and fun.
• Invite guests easily – collaborate with others on your projects.
• The well-designed, intuitive user interface makes the app pleasurable and easy to use.
• The app can be complex to use, especially on mobile devices.
• New lists created within the app often have errors.

ClickUp best suits project managers, individuals, and teams looking for an all-in-one productivity solution. This Mac project management software has a user-friendly interface and features that make managing projects easy. Overall, I highly recommend ClickUp, especially for project managers looking for the best project management software to stay organized and get work done more efficiently.

ClickUp is a perfect project management software for Mac users that help prioritize tasks, track projects and team members in one place and get work done more effectively.

The software makes creating and managing workflows easier, learning from their courses, visualizing and customizing objects, automating and integrating, getting a fast investment return, and more. ClickUp also allows its users to collaborate with team members and share files, making it a fantastic tool for project management.

Autopilot your daily busy work with ClickUp's easy-to-use Automations feature. Automations allow you to streamline your workflows and get things done faster. You can ensure that repetitive tasks are completed quickly and efficiently. ClickUp allows you to customize automation or use pre-built recipes to manage your routine tasks per your needs.

Whiteboards

You can use Whiteboards for brainstorming, making strategies, mapping, collaborating, organizing information, and tracking progress on projects visually. With this much to offer, ClickUp's whiteboards allow you to create agile workflows and work closely with your team. This way, you can manage your projects and tasks more productively.

Utilize the flexible space of Notepad to take notes, jot down ideas, make lists, and track factual information and project progress. Notepad is a simple yet powerful tool that helps you organize your thoughts and ideas in one place, so you stay on track by ensuring that important information is not forgotten.

Slash Commands

ClickUp’s Slash Commands feature provides a quick and easy way to perform everyday actions. With this feature, you can quickly add tasks, create new projects, assign users, set priorities, create due dates, add tags, and do everything. It will help you build a scalable structure of your workflows and get things done faster.

Stay on top of your work and ensure that essential tasks are completed promptly by not missing a deadline. You can create reminders for yourself or other team members and choose how you would like to be reminded, e.g., email, push notification, etc. It will help you stay organized and get your work done on time.

White Label

Brand your workspace with your logo, color scheme, and domain using this feature in ClickUp. This is a great way to make ClickUp your own and ensure that your brand is represented professionally, helping you stand out from the competition and giving your workspace a personal touch.

• 24/7 Support
• 100 Automations/Month
• Built-in Time Tracking
• Kanban & Calendar View
• 100 MB Storage
• Live Chat Support
• 1000 Automations/Month
• Guest Access Control
• Unlimited Map & Gantt Views
• Unlimited Storage
• Unlimited Dashboards
• 10000 Advanced Automations/Month
• Unlimited Teams
• Timesheets Integration
• Unlimited Timeline Uses
• Priority Customer Service
• 25000 Pro Automations/Mo
• Unlimited Subtasks in Multiple Lists
• API calls: 1000/Minute
• Custom Capacity for Workload

Read more Clickup pricing or Clickup review

ClickUp offers five pricing plans: Free, Unlimited, Business, Business Plus, and Enterprise, to suit the needs of any individual, marketing team, or company. Pricing ranges between $5 and $19 for the paid plans.

Best PM Software for Collaboration

• Available on PC, Mac, Android, and iOS – work from anywhere, on any device.
• Complete automation allows you to get more work done with less effort.
• Instant view of the tasks at hand via the dashboard – never miss a deadline again.
• Integrations could be more robust as some features are only available on the web.
• It lacks a search function which may slow your work and hamper productivity.
• The interface is overwhelming and requires a lengthy learning curve.

If you're looking for professional project management software solutions, you've probably already heard of Wrike because of its popularity, and for a good reason. I like that Wrike is feature-rich, user-friendly, easy to navigate, and flexible. There's pretty much everything you could need in a project management solution and then some. It's great for small and large teams and can be customized to fit just about any workflow. However, Wrike can be pretty pricey, especially if you need to use some of the more advanced features. Overall, I highly recommend this software to those who manage projects daily.

Wrike is a comprehensive enterprise-grade project management software that enables users to collaborate and communicate with their team members in real time. It is suitable for businesses of all sizes and industries.

Wrike provides features that make managing small to large projects a breeze. This cloud-based software works great on Mac computers and offers a mobile app for iOS and Android devices.

360 Degree Instant Visibility

Get a complete view of your projects at all times with Wrike's 360 Degree Instant Visibility. This way, you can ensure that every aspect of your project is accounted for and avoid any potential issues.

Scalability

Wrike knows you'll need to manage more projects as your business grows. They stay ahead of the curve by innovating their project management software, so you can rely on Wrike no matter how big your company gets.

AI Work Intelligence

Wouldn't it be great if your workflows could be automatically optimized based on data? That's the goal of Wrike. Using its AI Work Intelligence feature, the system automatically analyzes your workflows to suggest ways to optimize them based on data. So you can focus on more important things and leave the grunt work to the Machine.

Interactive Gantt Charts

Wrike's Interactive Gantt charts make project planning and management effortless. They let you drag and drop tasks, set dependencies, and more. With Gantt charts, you can visually track your project's progress and make changes along the way without hassle.

Purpose-built Templates

Quickly get started on your projects with purpose-built templates for every type of workflow. These templates help you save time and get the most out of your work. With their easy-to-use interface, you'll be able to finish your projects faster and more efficiently.

Digital Publishing

Publish beautiful reports, presentations, and dashboards that help stakeholders understand your project progress at a glance. With Wrike's digital publishing feature, you can easily share project updates and keep everyone in the loop.

Project Portfolio Management

See all your projects in one place and get a bird's eye view of your entire portfolio with Wrike's Project Portfolio Management. This way, you can ensure that all your projects are on track and make better time and resource management decisions.

• Unlimited Users
• AI-Powered Processes
• Custom Work Views
• Different Project Templates
• Available in 8 Languages
• 2-25 Users*
• 2 GB Storage/User
• Custom Fields & Workflows
• Project Dashboards
• Calendar and Gantt Chart Views
• 5-200 Users*
• 5 GB Storage/User
• 200 Automations/User
• Enhanced Collaboration
• Resource Management Features

Read more Wrike pricing

Prices start at $0 for the Free plan and go up to $24 per month and more for the Enterprise plan.

4. Teamwork

Solid project management solution for client work.

• Provides tools and resources to maximize resources for better functioning.
• Milestones help you keep a bird's eye view of the status of each task.
• It makes collaboration much easier between teammates and clients, keeping everyone on the same page.
• Provides you with the complete suite of task management essentials one needs.
• No flexibility to manage various complex projects simultaneously.
• The interface can seem sluggish to respond due to the sheer number of features.

I like Teamwork for its budget-friendly price and excellent set of features. This project management software is perfect for small businesses or individual users who need a powerful tool to manage their projects but don't want to spend much money. The interface is user-friendly and easy to navigate, and the built-in templates make it simple to start new projects. I also appreciate that Smartsheet integrates with several other software programs, making it even more versatile. Overall, I highly recommend Smartsheet to anyone looking for great value in project management software.

Teamwork is the perfect balance of price, functionality, and usability, making it an essential tool for document management, task management, and project planning. Any tech-averse person can easily use this project management solution with a shallow learning curve.

Its flexibility and customization allow you to create tasks, assign them to specific team members, and set due dates. You can also leave comments on each task, which is fantastic for clarification or giving feedback.

Keep all your projects in one place for easy access using the Portfolio feature. You can even share your portfolio with others so they can see your work and give you feedback. This way, you can easily track your progress and make better decisions about your projects. Whether you're a freelancer, teacher, or student, this feature will come in handy.

Resource Management

This feature in Teamwork allows you to keep track of your team's progress and performance conveniently. With this feature, you can see who is working on what, how much progress has been made, and what tasks are still pending. This way, you can better allocate your resources and ensure that your project is on track.

Unlimited Free Clients/Users

Teamwork offers unlimited free clients and users, so you can easily invite people to join your project and collaborate with you. There are no limits on the number of people you can add to your project, so you can work with as many people as you need. This is perfect for large projects that require input from many different people.

Task Reports

The Task Reports feature in Teamwork allows you to keep track of your team's progress and performance on a specific task. It overviews how each task progresses and whether it is on track. This helps ensure that everything runs smoothly and that no tasks slip through the cracks.

• Custom Fields

Common yet valuable, this feature allows you to add extra information to tasks that aren't already captured by the default fields. This is really helpful for adding specific details that are important to your project.

• Different Project Views
• 2 Project Templates
• Time Tracking & Dashboards
• 2 Projects & 100 MB Storage
• Customer Support
• Gantt Filtering
• 10 Project Templates
• 500 Automations/Month
• 100 Projects & 50 GB Storage
• Unlimited Client Access
• 3 Custom Fields
• 20 Project Templates
• 300 Projects & 100 GB Storage
• Project Budgeting
• Unlimited Custom Fields
• 50 Project Templates
• 2000 Automations/Month
• Workdown Capacity

Read more Teamwork pricing

Teamwork offers four pricing plans: Forever Free, Deliver, Grow, and Scale, that range from $0 to $18.

Top Project Management Software For Mac Devices

• Get more things done using Asana’s pre-built solutions and templates in less time.
• Ability to provide the toolkit one needs to plan, execute, update, automate, manage, and report on work.
• It makes editing and sharing tasks in Card, Grid, and Gantt easier.
• Ability to jump-start your projects by providing pre-built customizable templates.
• Asana lacks the feature of custom client permissions which restricts its usability.
• It doesn’t offer time tracking, making it harder to know how much time a specific project will be completed.

I have used a lot of different collaboration tools, and I have to say that Asana is one of my favorites. It is highly user-friendly, especially for Mac users.  The interface is sleek and intuitive, and the features are very robust. You can create project timelines, assign tasks to team members, track progress, and more. Asana is also great for project managers who must keep track of multiple projects simultaneously.  I highly recommend this project management app to anyone who needs a robust and user-friendly collaboration tool.

Asana is a dynamic work management platform that helps keep things moving and organized, so everyone knows what's going on and what needs to be done. It enables teams to collaborate on tasks and projects efficiently and has been an invaluable tool in helping to grow businesses. With Asana, you can easily manage overlapping, unscheduled, and dependent tasks to keep everyone on track.

• Workflow Builder

Building workflows in Asana is simple and easy to customize according to your needs. Asana's Workflow Builder allows you to easily create and customize your project's workflows. You can add or remove steps, set deadlines, and assign tasks to specific team members. This can be helpful for project managers who need to quickly map out the project steps and ensure that all team members are on the same page.

App integrations

Asana integrates with several popular apps, which can be helpful for project managers who need to track work progress and communicate with team members. Asana's app integrations include Slack, Google Drive, and Dropbox. This makes it easy to get your work done in Asana and eliminates the need for multiple tools.

Track Workload

Asana's Track Workload feature allows you to see how much work is assigned to each team member and identify potential bottlenecks. This can be helpful for project managers who need to ensure that the project is progressing smoothly and that team members are not overloaded with work.

One of the most popular collaboration tools, this feature gives you a quick overview of your project deadlines and due dates. Having this information in one place can be helpful for project managers who need to keep track of project deadlines and ensure that they are met.

With Asana's Forms feature, you can quickly create and process web forms for your project. Plus, you can easily manage and edit your forms as needed. This makes it easy to keep your project on track and ensure that all the relevant information is captured.

Asana's Boards feature is a great way to create and keep track of your projects. You can create custom boards to track and organize your work, from big-picture initiatives to everyday tasks. And because boards live within your Asana workspace, all your projects are centrally located and easy to find.

• Unlimited Projects & Tasks
• Unlimited Storage & Logs
• 100+ Free Integrations
• Status Updates
• Calendar View
• Task Dependencies
• Task Templates
• Timeline & Milestones
• Workload Management
• Advanced Reports
• Create Custom Rules
• Premium Integrations

Read more Asana pricing

Asana offers three pricing plans: Basic, Premium, and Business, that range from $0 to $24.99.

6. Smartsheet

Best enterprise-grade project management platform.

Smartsheet is a cloud-based project management platform that enables companies of all sizes to plan, execute, and track their projects. It helps your businesses to scale up to enterprise-level portfolios and programs by adapting to your needs and providing you with all the essential project management tools so you can deliver value with confidence.

Admin Center

Smartsheet's Admin Center allows users to manage their accounts, add and remove users, change user permissions, and more. Mac users can easily create and manage spreadsheets on their Mac computer using the same familiar commands and shortcuts they use for other programs. This is an excellent feature for businesses that need to keep track of their employee's Smartsheet usage.

Team Collaboration

If you're a project manager, you know that collaborating with your team is one of the most critical aspects of your job. Smartsheet's team collaboration features make it easy for users to share files, leave comments, and track changes. From a management point of view, this is an invaluable feature because it allows managers to see which team members are working on which tasks and how well the team is progressing.

Custom Email Domains

A custom email domain is a great way to show professionalism and build credibility for your business. With this cloud-based software, you can easily set up a custom email domain for your business. This appeals to companies that want to appear more professional and improve their brand image.

Premium Add-ons

Smartsheet's premium add-ons are an intelligent way to extend the functionality of your account and get more out of your investment. With premium add-ons, you can access advanced reporting, project management, and more.

Premium Add-ons: Smartsheet's premium add-ons are an intelligent way to extend the functionality of your account and get more out of your investment. With premium add-ons, you can access advanced reporting, project management, and more.

• 1 User + 2 Editors
• 2 Project Sheets
• 500 MB File Storage
• Several Project Views
• 100 Automations per Month
• 10 Users + 10 Paid Editors
• Unlimited Project Sheets
• 20 GB File Storage
• Unlimited Reports
• 250 Automations per Month
• Unlimited Users & Free Editors
• Activity Log
• Proofing Support
• Easy-to-Use Document Builder
• Unlimited Automations

Read more Smartsheet pricing

Monday.com offers three pricing plans: Pro, Business, and Enterprise, that range from $7 to $25. The pricing of the Enterprise plan can be tailored according to the organization's needs.

• No-code project management platform – allows you to create management solutions even if you are not tech-savvy.
• Provides robust team collaboration tools to keep your team together and functional to get things done faster.
• Intelligent workflows of your projects to create scale and velocity for increased productivity.
• End-to-end resource and content management solutions to keep you ahead of your competition.
• Connectors are only available when you pay an additional fee.
• Smartsheet falls short of providing comprehensive client features, which can be a downside for large organizations.
• Offers a restrictive free plan.

Best Cloud-Collaborative Project Management Software

Hive is a popular project management software that helps organizations plan and track their projects. It offers a suite of project tools and project management modules to help organizations get the most out of their projects.

The cloud-based software is ideal for Mac users as it works seamlessly with Apple's operating system. And because it's open-source, it's constantly being updated and improved by the community. So, if you're looking for a comprehensive project management solution, Hive is worth checking.

Simple Workflows

Hive makes it easy to get your work done. With simple workflows, you can get started quickly and finish your projects with ease. Mac users will find this especially useful, as it works seamlessly with Apple's ecosystem.

Team Resourcing

Working on complex projects can be challenging, but Hive makes resource planning easy. With their team resourcing feature, you can see who is available to work on what and when. This makes it easy to keep your project on track and ensures that everyone is working on the tasks that they are best suited for.

Timeline and Workload

One of the most important aspects of any project is its timeline. With Hive, you can easily track your project's timeline and workload. Things like start and due dates and assigned tasks are all displayed in an easy-to-understand format. This ensures that you can stay on schedule and that your team is not overloaded with work.

1000+ Integrations

Hive integrates with over 1000 different applications, making it one of the market's most versatile project management tools. This versatility is great for Mac users, as this project management app integrates seamlessly with the most popular Mac applications.

• Unlimited Tasks
• 10 Team Members
• 400 Gantt, Kanban, Calendar Views
• Unlimited Projects
• Unlimited Views
• Access to API
• Custom Analytics Dashboards
• Advanced Permission Controls

Hive offers three pricing plans: Solo, Teams, and Enterprise, that range from $0 to $12 or more in case you choose Enterprise pricing as per your needs.

• Hive allows you to connect seamlessly with your working ecosystem and its integrations and connectors.
• Provides flexible pricing – choose any package and update it later as your business grows.
• Top-notch training and consulting teams to help you with product training and custom implementation.
• Allows you to analyze all data in one place, so you know the best current status of your projects at all times.
• The Hive app for Android and iOS is not as responsive compared to its desktop app.
• The app's user interface is very cluttered, which causes navigation issues.
• Updating data is often complicated, as the app often overwrites partitions.

Best Project Management Software for Software Developers

Jira is a project management tool that gives unlimited projects, built-in project templates, and customer relationship management. With Jira, you can easily track and manage your projects from start to finish.

This cloud-based software boasts an intuitive and user-friendly interface, a popular choice for Mac users. Contact management, unlimited storage, and drag-and-drop features make Jira a powerful tool for managing your projects.

Jira's roadmaps feature lets you plan, visualize, and track your progress on projects. This feature includes a Gantt chart that lets you drag and drop to move tasks around, so you can easily visualize your plans and get an overview of your project at any given time. You can also define dependencies between tasks to ensure your project moves forward as planned.

Reports & Insights

Rapidly get the information you need with Jira's reports and insights feature. This feature gives you a wealth of data about your project's progress, including burndown charts, velocity graphs, and more. This data, coupled with excellent resource management features, can help you make informed decisions about your project's direction and how to best utilize your team's time and resources.

Project Flexibility

Jira is exceptionally flexible and can be used for various projects. Whether managing a software development project or tracking customer support tickets, Jira can help you get the job done. You can easily customize Jira to fit your project's specific needs.

DevOps Visibility

With Jira, you can get visibility into your DevOps pipeline and track your project's progress from development to delivery. This way, you can identify issues early and make sure that your team is always moving forward. Jira's DevOps features include a built-in CI/CD server, so you can easily set up builds, tests, and deployments.

View Repositories

When working in a DevOps environment, it is often necessary to view repositories to track the progress of your active projects. Jira allows users to view linked repositories from within the interface quickly. This way, you can see your project's commits, branches, and pull requests in one place.

Jira offers four pricing plans: Free, Standard, Premium, and Enterprise, that range from $0 to $14.50 or more in case you choose Enterprise.

• Offers the ability to manage short and long-term resources for your team.
• Allows you to create high-performance working strategies via templates.
• Plenty of collaboration tools to facilitate easy collaboration with teammates and keep track of work in progress.
• It makes on-time project delivery easier through time tracking and other helpful tools.
• Communication tools like chatbots are missing, making it difficult for members to communicate seamlessly.
• Complicated information architecture makes software difficult to navigate for beginners.
• File size options for uploading are limited, which can be problematic if you’re working on a complex project.

9. TeamGantt

Best mobile-optimized cloud-based pm software.

TeamGantt is a web-based project management tool that allows users to create and collaborate on projects online. With TeamGantt, users can easily track tasks, milestones, and progress across all stages of the project life cycle.

As the name suggests, Gantt charts are the primary selling point of TeamGantt. In addition, TeamGantt offers all the features required to make collaboration and communication more manageable, including chat, task comments, and file sharing.

Drag-and-Drop Flexibility

Rearranging tasks is a breeze with TeamGantt's drag-and-drop feature. With TeamGantt, you can quickly move tasks around by dragging and dropping them into the correct position. Simply grab a task and move it to another spot on the timeline. This allows you to quickly and easily reorganize your project schedule without relying on someone else to make the changes for you.

Easy To Access Availability Tab

The availability tab is one of the most valuable features of TeamGantt. It allows you to see at a glance which team members are available and which ones are not. This is especially useful when coordinating a project with people with different schedules.

Easy Collaboration & Organization

TeamGantt makes collaborating with others on your project hassle-free. You can conveniently invite team members to join your project and add their tasks to the timeline. This makes it easy to keep everyone on the same page and organized. You can also leave comments on tasks and receive notifications when someone else changes a task, which is an added benefit for keeping everyone in the loop.

Portfolio Views & Reports

When working on multiple projects, it can be challenging to keep track of everything. TeamGantt's portfolio view lets you see all your projects in one place. This makes it easy to see how each project is progressing and where any potential issues may arise. Additionally, reports allow you to easily track your project's progress and spot any areas that need improvement.

Planned Timeline & Actual Timeline

No need to worry about your project falling behind schedule. With TeamGantt, you can see both the planned and actual timelines side-by-side. This makes it easy to spot any tasks falling behind and make the necessary adjustments. From a single glance, you can see which tasks are on track and which ones need some extra attention. This is an invaluable resource planning tool for keeping your project on schedule.

• 5 Projects per Manager
• 5 Users per Manager
• 150 Tasks in a Project
• Support Integrations
• 20 Projects per Manager
• Priority Support
• Customized Training

TeamGantt offers three pricing plans: Lite, Pro, and Enterprise, that range from $19 to $99.

• Allows you to share the most up-to-date information with your clients and team members.
• TeamGantt comes with the most informative and user-friendly Gantt charts on the market.
• It enables you to integrate your favorite chat tools to work on things that matter most.
• Empowers your working environment by providing all the basic and advanced tools essential for task management.
• Due to its underplayed configuration, it falls short of delivering a remarkable client experience.
• Offers limited integration options to users, which compromises its usability.

Best PM Software for Financial Management

Are you looking for an all-in-one platform to manage your projects, work time, invoicing, and profitability? Look no further than Paymo .

From resource planning to popular file management tools, Paymo has it all. The practicality and convenience of Paymo have made it a favorite among project managers and team members. With a user-friendly interface and all the features you need to get the job done, Paymo is the perfect tool for any business.

• Time Tracking

Paymo's time tracking feature helps you accurately keep track of the time you spend on each task. From start to finish, you can see how much time you've dedicated to a project and optimize your workflow. This allows you to bill clients for the time you worked on their project and gives you an accurate picture of how much time a task took, which can help plan future projects.

Invoicing and Estimates

With Paymo, you can create invoices and estimates for your clients. You can include the project title, description, hours worked, and rates. You can also create forecasts for your clients, showing them what the project will cost without waiting for an invoice. This feature makes it easy to keep track of the money you're owed and makes it simple to request payments.

• File Proofing

Paymo's file proofing feature allows you to upload files for your clients to review. You can upload a file, add notes and annotations, and send it to your client for feedback. Once they approve the file, you can mark it as authorized and move on to the next step in the project. This is a great way to get feedback on your work and make sure that your clients are happy with the final product.

Leave Planner

Often underappreciated, Paymo's leave planner is a great way to keep track of your team's vacation days. You can add vacation days, sick days, and other days off to the calendar, and Paymo will keep track of who is out of the office and when. This is a great way to keep your projects under control and avoid running into resource shortages.

Online Payments

The most convenient feature of Paymo is the ability to accept online payments. With this feature, you can invoice your clients and receive payments directly through Paymo. You can set up automatic billing or allow clients to pay with credit cards or PayPal. This makes it easy for your clients to pay their invoices without having to go through a lot of hassle. For you, it's a great way to get paid quickly and easily without worrying about chasing down payments.

Paymo offers four pricing plans: Free, Starter, Small Office, and Business, that range from $0 to $20.79.

• Increases productivity – by providing up-to-date management tools, Paymo helps you work more efficiently and get better results.
• Enables cross-platform sharing of information – the ability to share information between your desktop and mobile devices saves time.
• Project assignment & tracking – assigning specific team members tasks allows for better-targeted performance.
• Offers subtasks – the app allows you to break down a project into smaller tasks, making it easier to manage.
• Paymo may not be suitable for larger organizations or companies with complex project needs.
• The free tier offers limited features, so those who need more comprehensive functionality may need to upgrade to a paid subscription.

11. ProofHub

Best cloud-based pm software.

ProofHub is a project management software that helps streamline your workflow with an intuitive interface. The platform comprises several components, including a cloud platform, resource planning tools, and custom workflows.

The cloud platform is the base for everything else and includes many features such as task creation, calendars, communication channels, and document storage. When you create tasks on this page, they will automatically appear in other system areas. You can also add new resources to your projects via their resource management section.

Perhaps one of the most powerful features of ProofHub, labels allow you to group multiple tasks into larger projects. You can add labels for various purposes like “project completion” and “new hire onboarding.” After you’ve added these labels, you can easily navigate them using tabs at the top of your screen. Each tag will display all the tasks related to that project under one tab. If you click on the label, you can sort and filter those tasks according to the earlier criteria.

Request Forms

Request forms are another tool that comes included with ProofHub. This feature can collect specific data types from customers and employees. It works similarly to Google Forms but with a slightly different layout.

CSV Imports

This feature allows you to import list items from outside sources. Your team won’t be able to edit these entries after importing them, but they will still appear in your list of things when they’re updated later on. Using this feature, you can pull data from websites like Google Sheets and Excel files and import them directly into your ProofHub account. Once imported, you can access the original file in case any changes are made to it outside of ProofHub.

Dependencies

With this tool, you can connect two separate tasks to ensure they’re completed in sequence. For example, if you want a manager to approve a report before someone can submit it, you can configure the approval process to depend on the submission process. This prevents anyone from submitting the report until the manager approves it. Additionally, you can set dependencies between people, roles, and groups so that only certain people are allowed to perform specific actions.

ProofHub offers two pricing plans: Essential and Unlimited Control, that range from $89 to $45.

The Essential plan is best suited for small teams. The Unlimited Control plan best suits organizations that handle complex projects.

• ProofHub provides a visual way for you to manage your project.
• Facilitates easy integration – supports both Microsoft Outlook and Gmail accounts, making it easy to integrate with existing systems.
• Ask questions, answer the queries of your team, and discuss plans in one place.
• ProofHub’s outstanding technical support never leaves you alone in any fuss.
• Allows you to benefit from their end-to-end professional solutions.
• It doesn’t offer a free plan which makes it unsuitable for individuals or teams just starting with project management.
• Setting up request forms and proofing is very time-consuming.

Best All Round PM Software

Nifty is a simple but powerful PM tool for managing all of your projects, whether they are small or large. It’s designed to streamline the workflow and communication between team members so they can focus their efforts more efficiently. The software offers team availability, Gantt charts, network maps, and reports.

As well as helping you manage your projects, Nifty will help you keep track of who’s doing what and where. It does this through the use of network diagrams which show the entire team available and working together. You don’t even need an internet connection to view them. Nifty also comes with a powerful mobile and desktop app that helps you manage your projects on the go.

Nifty has a built-in time tracker, so you can easily track how much time each team member spends on their tasks. The app lets you see how long tasks take, which makes it easier for project managers and managers to predict when a project will be finished. The time tracker also lets you see how much time you spend on different tasks, which can help you identify areas where your workflow needs improvement. This is particularly useful for those who manage large projects and need to know when a team member will finish their work.

Project Portfolios

If your team needs multiple projects at once, Nifty can help by creating separate portfolios for each one. This way, there will always be an overview of all current projects, so everyone knows where they stand regarding progress and deadlines. There's also an intuitive calendar view showing upcoming milestones so everyone knows where they should be aiming at any given moment.

Docs & Files

Nifty also offers a comprehensive platform for storing documents and files. This feature is beneficial when it comes to collaborating with other company members. Using the file storage system, users can store any type of document or image that they need access to. Also, it can be accessed by multiple users at the same time. It doesn’t matter where the document is stored because it can be viewed anywhere.

Gantt Charts

The Gantt chart is a popular project management tool that lets you see how tasks fit together into a timeline. You can create a Gantt chart in Nifty by clicking on the same name button, which makes a pop-up window where you can input details about your project. From there, click on “Create Gantt Chart” to generate an interactive visual representation of your project.

Nifty offers a wide range of reporting features that help you gain better insight into your company's performance. You can find out which tasks are taking the most time, who is working on what, and how much each project costs. This makes it easy for your team to get a clear picture of what's happening in their projects at any time.

• Recurring Tasks
• 40 Projects
• 100 Projects
• Workflow Automation
• Project Overview
• 250 GB Storage
• Role & Permission Control
• Priority Support Service
• Team Workload Insights

Nifty offers five pricing plans: Free, Starter, Pro, Business, and Unlimited, that range from $0 to $399.

The free plan suits individual workers. The Starter plan is suitable for a small team of 10 members.

A team of up to 20 members should opt for a Pro plan. The Business plan supports up to 50 members.

If your business needs exceed these plans, get a custom quote by choosing the Unlimited plan.

• This feature-rich software provides you with all the top-performing tools you need for projects of any size.
• Allows you to automate all repetitive processes and tasks quickly.
• Provides centered solutions for team collaboration which empower employees to work more creatively.
• Their project management tutorials and guides help new users to get on track faster.
• It is a cloud-based solution, meaning you don't have to worry about server maintenance or software updates.
• Inability to infinitely break down tasks into subtasks to ease task management.
• Time Expense needs improvement as one cannot edit logs entered previously.
• Limited integrations as it gets costly for a growing business to rely on Integromat or Zapier.

13. Kantata

Best pm software for scalability.

Before we get into the details of the software, it is worth mentioning its name. There was once an open source version of the software called Kantata, but later the company merged with its competitor, Kimble Applications, and renamed the product Kantata . The new name has been kept since.

Kantata provides a robust set of project management tools that both small and large professional services organizations can use. It offers a lot of flexibility when it comes to customization. On top of that, there’s also support for cloud hosting with Azure and Office 365.

Automated Workflows

Kantata offers various predefined workflows that can be assigned to projects. Workflow automation allows you to have processes in place without doing all the repetitive tasks manually. These include many activities such as sending emails, setting up meetings, assigning tasks, etc.

Project Templates

This is where Kantata shines and gives it an edge over other project management software platforms. With this tool, you can create templates and share them with your team members, who can then use them as a base for managing their projects.

Here's another unique feature offered by Kantata — its ability to integrate seamlessly with Slack! You'll be able to see notifications from both tools on your desktop, no longer switching between tabs or applications when working on multiple tasks simultaneously. This way, project managers who often struggle to manage their team's workload will find Kantata a handy tool.

Integration & Automation

While Kantata offers a wide range of features and integrations that allow you to track your team's workload and manage projects efficiently, it also has some automation capabilities. This way, project managers don't have to do all the work themselves — instead, they can focus on other important aspects of managing their team.

Often, project managers are tasked with managing a team and ensuring that each member has the right skill set for the project. Kantata allows you to manage your resources easily by creating and assigning different tasks to each team member. You can also set up automatic emails or reminders, so everyone is on the same page regarding their responsibilities.

Kantata offers customized pricing tailored to your industry and specific needs.

• Customizable solutions tailored to your requirements make the software perfect for any organization.
• It comes with a desktop app for maximum on-desk efficiency.
• Kantata makes it simple to generate invoices and track profitability, making it ideal for client work.
• Perfect for team collaboration – your team will find it much easier to create, manage, organize, and review projects.
• Ensures that your data is always protected by using 256-bit encryption.
• Navigation may seem complex, as configuring the dashboard may take some time.
• No mobile app – pretty inconvenient for those who need to access the software on the go.

Key Features Mac Users Should Look For in Mac Project Management Software

You should consider several factors when choosing a project management solution for Mac. Some of these include:

• Task allocation – When managing multiple projects at once, this feature enables your employees to assign specific tasks to team members. This can make it easier for them to work together while keeping track of who is doing what.
• Integration with other apps – If you want your project management software to integrate with additional apps such as email clients or accounting software , you'll need to ensure that's possible. Many project management platforms offer this feature, so you won't have to use multiple tools.
• Multiple views – While it's ideal to have only one place to see all of your projects, sometimes this isn't always possible. That's where multi-view options come into play. They let you break down your entire project list into categories like active, in progress, or finished. It makes it much easier to keep track of everything happening across your company.
• Team collaboration features – There are a wide variety of collaboration features that you'll find within project management software. These include file sharing, chat rooms, and document review tools. The more collaborative your company is, the more effectively everyone will work together.
• Workflow management – This feature allows you to automate specific tasks within your project. For example, if you have a task that needs to be completed every week, you can set it up so that it's automatically added to your team's project list. Workflow management software can save you a lot of time and hassle in the long run, and having this ability in a PM solution will help.

What's nice about many of these project management solutions is that they support MacOS Catalina. This means you don't need to worry about compatibility issues because Apple has made it easy to switch between versions. Plus, there are tons of features that you won't get anywhere else.

Which Project Management Solution for Mac Should I Try?

There are a ton of great options when it comes to project management apps for Mac. The one you should go for depends on what kind of features you need and how much budget you have to spend.

One thing to remember is that you shouldn't just get any app. You need something that works well with your specific workflow. With that said, here are my top 5 project management solutions that you can go for:

All of the above tools are great, but they aren't perfect. That's why we also recommend checking out our list of the 16 best task management software if you have more straightforward tasks to manage.

And if you still haven't found the perfect project management solution, you should know that there are plenty of alternatives. We've put together multiple helpful guides for finding the best alternative, regardless of whether you're using a PC or Mac:

• Best Wrike Alternatives for Project Management
• Best Monday.com Alternatives for Project Management
• Best Asana Alternatives for Project Management
• Best Agile Project Management Software
• ClickUp vs. Monday.com
• Wrike vs. Asana
• Best Visual Project Management Software
• Best Enterprise Project Management Software

Was This Article Helpful?

Anastasia belyh.

Anastasia has been a professional blogger and researcher since 2014. She loves to perform in-depth software reviews to help software buyers make informed decisions when choosing project management software, CRM tools, website builders, and everything around growing a startup business.

Anastasia worked in management consulting and tech startups, so she has lots of experience in helping professionals choosing the right business software.

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Best Business Plan Software for Mac

Compare the top business plan software for mac as of july 2024.

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What is Business Plan Software for Mac?

Business plan software is designed to help entrepreneurs and business developers with the process of creating business plans for potential investment opportunities. Compare and read user reviews of the best Business Plan software for Mac currently available using the table below. This list is updated regularly.

Planium Pro

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Simple Business Plan Template (2024)

Updated: May 4, 2024, 4:37pm

Table of Contents

Why business plans are vital, get your free simple business plan template, how to write an effective business plan in 6 steps, frequently asked questions.

While taking many forms and serving many purposes, they all have one thing in common: business plans help you establish your goals and define the means for achieving them. Our simple business plan template covers everything you need to consider when launching a side gig, solo operation or small business. By following this step-by-step process, you might even uncover a few alternate routes to success.

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Whether you’re a first-time solopreneur or a seasoned business owner, the planning process challenges you to examine the costs and tasks involved in bringing a product or service to market. The process can also help you spot new income opportunities and hone in on the most profitable business models.

Though vital, business planning doesn’t have to be a chore. Business plans for lean startups and solopreneurs can simply outline the business concept, sales proposition, target customers and sketch out a plan of action to bring the product or service to market. However, if you’re seeking startup funding or partnership opportunities, you’ll need a write a business plan that details market research, operating costs and revenue forecasting. Whichever startup category you fall into, if you’re at square one, our simple business plan template will point you down the right path.

Copy our free simple business plan template so you can fill in the blanks as we explore each element of your business plan. Need help getting your ideas flowing? You’ll also find several startup scenario examples below.

Download free template as .docx

Whether you need a quick-launch overview or an in-depth plan for investors, any business plan should cover the six key elements outlined in our free template and explained below. The main difference in starting a small business versus an investor-funded business is the market research and operational and financial details needed to support the concept.

1. Your Mission or Vision

Start by declaring a “dream statement” for your business. You can call this your executive summary, vision statement or mission. Whatever the name, the first part of your business plan summarizes your idea by answering five questions. Keep it brief, such as an elevator pitch. You’ll expand these answers in the following sections of the simple business plan template.

• What does your business do? Are you selling products, services, information or a combination?
• Where does this happen? Will you conduct business online, in-store, via mobile means or in a specific location or environment?
• Who does your business benefit? Who is your target market and ideal customer for your concept?
• Why would potential customers care? What would make your ideal customers take notice of your business?
• How do your products and/or services outshine the competition? What would make your ideal customers choose you over a competitor?

These answers come easily if you have a solid concept for your business, but don’t worry if you get stuck. Use the rest of your plan template to brainstorm ideas and tactics. You’ll quickly find these answers and possibly new directions as you explore your ideas and options.

2. Offer and Value Proposition

This is where you detail your offer, such as selling products, providing services or both, and why anyone would care. That’s the value proposition. Specifically, you’ll expand on your answers to the first and fourth bullets from your mission/vision.

As you complete this section, you might find that exploring value propositions uncovers marketable business opportunities that you hadn’t yet considered. So spend some time brainstorming the possibilities in this section.

For example, a cottage baker startup specializing in gluten-free or keto-friendly products might be a value proposition that certain audiences care deeply about. Plus, you could expand on that value proposition by offering wedding and other special-occasion cakes that incorporate gluten-free, keto-friendly and traditional cake elements that all guests can enjoy.

3. Audience and Ideal Customer

Here is where you explore bullet point number three, who your business will benefit. Identifying your ideal customer and exploring a broader audience for your goods or services is essential in defining your sales and marketing strategies, plus it helps fine-tune what you offer.

There are many ways to research potential audiences, but a shortcut is to simply identify a problem that people have that your product or service can solve. If you start from the position of being a problem solver, it’s easy to define your audience and describe the wants and needs of your ideal customer for marketing efforts.

Using the cottage baker startup example, a problem people might have is finding fresh-baked gluten-free or keto-friendly sweets. Examining the wants and needs of these people might reveal a target audience that is health-conscious or possibly dealing with health issues and willing to spend more for hard-to-find items.

However, it’s essential to have a customer base that can support your business. You can be too specialized. For example, our baker startup can attract a broader audience and boost revenue by offering a wider selection of traditional baked goods alongside its gluten-free and keto-focused specialties.

4. Revenue Streams, Sales Channels and Marketing

Thanks to our internet-driven economy, startups have many revenue opportunities and can connect with target audiences through various channels. Revenue streams and sales channels also serve as marketing vehicles, so you can cover all three in this section.

Revenue Streams

Revenue streams are the many ways you can make money in your business. In your plan template, list how you’ll make money upon launch, plus include ideas for future expansion. The income possibilities just might surprise you.

For example, our cottage baker startup might consider these revenue streams:

• Product sales : Online, pop-up shops , wholesale and (future) in-store sales
• Affiliate income : Monetize blog and social media posts with affiliate links
• Advertising income : Reserve website space for advertising
• E-book sales : (future) Publish recipe e-books targeting gluten-free and keto-friendly dessert niches
• Video income : (future) Monetize a YouTube channel featuring how-to videos for the gluten-free and keto-friendly dessert niches
• Webinars and online classes : (future) Monetize coaching-style webinars and online classes covering specialty baking tips and techniques
• Members-only content : (future) Monetize a members-only section of the website for specialty content to complement webinars and online classes
• Franchise : (future) Monetize a specialty cottage bakery concept and sell to franchise entrepreneurs

Sales Channels

Sales channels put your revenue streams into action. This section also answers the “where will this happen” question in the second bullet of your vision.

The product sales channels for our cottage bakery example can include:

• Mobile point-of-sale (POS) : A mobile platform such as Shopify or Square POS for managing in-person sales at local farmers’ markets, fairs and festivals
• E-commerce platform : An online store such as Shopify, Square or WooCommerce for online retail sales and wholesale sales orders
• Social media channels : Facebook, Instagram and Pinterest shoppable posts and pins for online sales via social media channels
• Brick-and-mortar location : For in-store sales , once the business has grown to a point that it can support a physical location

Channels that support other income streams might include:

• Affiliate income : Blog section on the e-commerce website and affiliate partner accounts
• Advertising income : Reserved advertising spaces on the e-commerce website
• E-book sales : Amazon e-book sales via Amazon Kindle Direct Publishing
• Video income : YouTube channel with ad monetization
• Webinars and online classes : Online class and webinar platforms that support member accounts, recordings and playback
• Members-only content : Password-protected website content using membership apps such as MemberPress

Nowadays, the line between marketing and sales channels is blurred. Social media outlets, e-books, websites, blogs and videos serve as both marketing tools and income opportunities. Since most are free and those with advertising options are extremely economical, these are ideal marketing outlets for lean startups.

However, many businesses still find value in traditional advertising such as local radio, television, direct mail, newspapers and magazines. You can include these advertising costs in your simple business plan template to help build a marketing plan and budget.

5. Structure, Suppliers and Operations

This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization your startup will take, roles and responsibilities, supplier logistics and day-to-day operations. Also, include any certifications or permits needed to launch your enterprise in this section.

Our cottage baker example might use a structure and startup plan such as this:

• Business structure : Sole proprietorship with a “doing business as” (DBA) .
• Permits and certifications : County-issued food handling permit and state cottage food certification for home-based food production. Option, check into certified commercial kitchen rentals.
• Roles and responsibilities : Solopreneur, all roles and responsibilities with the owner.
• Supply chain : Bulk ingredients and food packaging via Sam’s Club, Costco, Amazon Prime with annual membership costs. Uline for shipping supplies; no membership needed.
• Day-to-day operations : Source ingredients and bake three days per week to fulfill local and online orders. Reserve time for specialty sales, wholesale partner orders and market events as needed. Ship online orders on alternating days. Update website and create marketing and affiliate blog posts on non-shipping days.

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6. Financial Forecasts

Your final task is to list forecasted business startup and ongoing costs and profit projections in your simple business plan template. Thanks to free business tools such as Square and free marketing on social media, lean startups can launch with few upfront costs. In many cases, cost of goods, shipping and packaging, business permits and printing for business cards are your only out-of-pocket expenses.

Cost Forecast

Our cottage baker’s forecasted lean startup costs might include:

Gross Profit Projections

This helps you determine the retail prices and sales volume required to keep your business running and, hopefully, earn income for yourself. Use product research to spot target retail prices for your goods, then subtract your cost of goods, such as hourly rate, raw goods and supplier costs. The total amount is your gross profit per item or service.

Here are some examples of projected gross profits for our cottage baker:

Bottom Line

Putting careful thought and detail in a business plan is always beneficial, but don’t get so bogged down in planning that you never hit the start button to launch your business . Also, remember that business plans aren’t set in stone. Markets, audiences and technologies change, and so will your goals and means of achieving them. Think of your business plan as a living document and regularly revisit, expand and restructure it as market opportunities and business growth demand.

Is there a template for a business plan?

You can copy our free business plan template and fill in the blanks or customize it in Google Docs, Microsoft Word or another word processing app. This free business plan template includes the six key elements that any entrepreneur needs to consider when launching a new business.

What does a simple business plan include?

A simple business plan is a one- to two-page overview covering six key elements that any budding entrepreneur needs to consider when launching a startup. These include your vision or mission, product or service offering, target audience, revenue streams and sales channels, structure and operations, and financial forecasts.

How can I create a free business plan template?

Start with our free business plan template that covers the six essential elements of a startup. Once downloaded, you can edit this document in Google Docs or another word processing app and add new sections or subsections to your plan template to meet your specific business plan needs.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

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Krista Fabregas is a seasoned eCommerce and online content pro sharing more than 20 years of hands-on know-how with those looking to launch and grow tech-forward businesses. Her expertise includes eCommerce startups and growth, SMB operations and logistics, website platforms, payment systems, side-gig and affiliate income, and multichannel marketing. Krista holds a bachelor's degree in English from The University of Texas at Austin and held senior positions at NASA, a Fortune 100 company, and several online startups.

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10 Best Construction Software for Mac (Free & Paid)

Construction software is essential for general constructors to plan, manage and track projects. There are many options for construction project management software , but most run on PCs. If the construction company or any of its departments use Apple products, they’re out of luck. That’s why we’ve compiled this list of the best construction software for Mac.

What Is Construction Software for Mac?

Construction software for Mac is simply construction project management software that can run on Apple products or iOS devices. While it’s true that most construction companies use PCs to run operations and projects, that doesn’t mean everyone does. What are Mac users supposed to do when they need construction software?

They’ll need to consult the list below to find construction software for Mac that works on Apple and sometimes both Mac and PC products, which gives companies the most flexibility to plan, manage and track their projects. That includes making schedules on Gantt charts, project calendars and task lists and having dashboards and reports to monitor and control the construction project .

Mac users also need construction software that can track their crew, work hours and daily progress, log hours from the work site and manage resource allocation. Before reviewing the best construction software for Mac, let’s look at the features that construction software must have to allow general contractors and subcontractors to do their jobs and property owners to stay updated.

What Features Make the Best Construction Software for Mac?

When managing a construction project, there are several key features that any construction software for Mac must have to prepare, execute and control the job. The following are those features and a short description of each.

• Project Planning & Scheduling: Managers often plan projects on Gantt charts , which organize tasks, their duration, resources, costs and more as well as visualize the project on a timeline.
• Task Management: Gantt charts can identify tasks and organize them, but teams often execute those tasks on task management tools, such as task lists, calendars and kanban boards.
• Resource Planning: Resources are everything needed to execute the project, from raw materials to site crews, equipment and more. Construction projects plan when those resources are needed and how much of each is necessary for the job.
• Time Management: With site crews, subcontractors and more, managing time is essential to staying on schedule . Timesheets, dashboards and reporting tools can measure project metrics, such as time, to keep on track.
• Project tracking: Project tracking involves more than time tracking. There are costs, resources and more than all must be controlled. Having dashboards for a high-level view and reports for a closer look helps avoid over costs and delays.
• Project reporting: Reporting provides greater visibility into project key performance indicators (KPIs), whether status or portfolio reports, workload, timesheet or project variance reports. They help managers and keep stakeholders updated on progress.
• Cost management: Costs can be monitored and controlled across construction features, such as timesheets , dashboards and budget baselines.
• Team Collaboration: Connecting crews on the job site with managers, architects and engineers who might be in the office or transit is essential to keep work moving smoothly.

2024 Best Best Construction Software for Mac

There are many construction software products on the market, some of them Mac-compatible, but that doesn’t mean they’re the best. We’ve done the research and collected the cream of the crop. In that process, we’ve thoroughly reviewed different types of construction project management tools, including:

• Construction estimating software for Mac
• Construction accounting software for Mac
• Construction scheduling software for Mac
• Construction project management software for Mac

We’ve looked at the best with all these features and more—here are our top picks.

1. ProjectManager

ProjectManager is award-winning construction project management software that has features to manage projects and field teams in the cloud on both PCs and Macs. This effective alternative to more costly construction software alternatives helps general contractors plan, schedule and execute their projects whether in the office or at the job site. Unlimited file storage turns the software into an easily accessible hub for all project documentation.

The mobile app for iOS and Android allows crews to log hours from the job site. Projects update instantly across multiple views, such as Gantt charts, sheets, kanban, list and calendar views or secure timesheets. Risk management tools also identify risks and track and mitigate issues. Custom and automated workflows free teams to focus on more important tasks, while ensuring quality with task approval settings.

Schedule Online

General contractors looking for construction software for Mac will appreciate the robust Gantt charts that do more than organize tasks on a timeline. All four types of task dependencies can be linked to avoid costly delays. It’s simple to filter for the critical path to find essential tasks. A baseline can be set to track planned vs. actual costs and time to help projects stay on schedule and general contractors control costs and keep their profit margins. It’s easy to make changes to the Gantt chart by dragging a taskbar to change deadlines and those updates are reflected across all project views. Those taskbars also allow general contractors to view progress by how much the bar is shaded.

Manage Resources

Tracking time and costs is important, but some construction software for Mac forgets about resources. Having a tool that can make last-minute adjustments and communicate those to the crew avoids using more resources than expected. The Gantt chart and the sheet view, which is a Gantt chart without the timeline, can schedule resources .

The team, any project’s most valuable resource, has their availability set when onboarded, which makes it easier to assign them tasks. Then, the color-coded workload chart or the team page provides an overview of all resource allocations teams can keep a close table on resources. Managers can balance the workload and keep everyone working at capacity and staying productive.

Monitor Progress

Another reason ProjectManager tops the list of best construction software for Mac is that there are so many tools to monitor and control projects. The Gantt chart shows progress and secure timesheets give visibility into labor costs. General contractors can leverage online dashboards and reports for more KPIs and fluid stakeholder management.

Real-time project and portfolio dashboards give a high-level overview to analyze project data and share it with subcontractors. One-click customizable reports go deeper into the details and can be filtered to show only what managers or stakeholders are interested in. They can also be shared across multiple platforms to keep stakeholders updated.

From planning to managing and executing projects, including features that manage risk, streamline payroll with online timesheets and automate workflows, ProjectManager is the number-one construction software for Mac. Get started with ProjectManager with a free 30-day trial.

Verdict: Best Construction Software for Mac

Projectmanager pros & key features.

• Online Gantt charts for construction planning and scheduling
• Resource planning, scheduling and tracking tools for construction
• Mac-friendly, online construction scheduling software with unlimited file storage
• Free trial available
• Mobile app for Android and iOS

ProjectManager Cons & Limitations

• Limited customization features
• No payment or invoicing tools
• Lacks construction bidding functionality
• No free plan

ProjectManager Pricing

• Team: $13.00 user/month
• Business: $24.00 user/month
• Enterprise: contact sales for a custom quote

ProjectManager Reviews

• G2 review: 4.4 / 5
• Capterra review: 4.1 / 5

2. Microsoft Project Online

Microsoft Project Online is the web version of Microsoft Project, which isn’t compatible with Mac. However, Microsoft Project Online is construction software for Mac. It’s a flexible online solution for planning, prioritizing and managing projects. General contractors looking for construction software for Mac will be happy to find this product, which is lighter and more user-friendly than the on-premise version of Microsoft Project and is connected to Office 365.

However, not every construction project is suitable for a lighter version of Microsoft Project. Yes, this is construction software for Mac, but it’s not the ideal choice for complicated construction projects that need all the bells and whistles found in the more extensive Microsoft Project . Add to that the add-ons, such as Power BI, Microsoft Teams and others users have to pay for, plus SharePoint integrations and a complicated pricing structure will likely turn off Mac users.

Verdict: Best Construction Software for Mac Users Linked to MS Products

Microsoft project online pros & key features.

• Planning features, such as Gantt chart and critical path
• Task management tools, including kanban boards
• Collaborative
• Resource costing and capacity planning
• Time tracking, timesheets

Microsoft Project Online Cons & Limitations

• Necessary purchase of add-ons and licenses
• Needs SharePoint integration
• Complicated and expensive pricing structure
• Need MS Project Online Essentials or Project Plan 1 subscription to submit timesheets and more

Microsoft Project Online Pricing

• Project Plan 1: $10 per user per month
• Project Plan 3: $30 per user per month
• Project Plan 5: $55 per user per month

Microsoft Project Online Reviews

• G2 review: 4/5
• Capterra review: 4.4/5

InEight is construction software for Mac that is used by property owners, contractors, engineers and architects. It provides real-time insights for better risk management and keeping projects on schedule and within budget. Users will appreciate the benefits of pre-planning design, estimating and scheduling features. There’s also project cost management, field execution and documentation management and control.

The trouble with this construction software for Mac is that it’s complicated. There’s a vast amount of customization, which many users found overwhelming. These things make the learning curve for understanding how to use InEight steep. It doesn’t help that customer support isn’t very responsive. Also, when working on larger projects, tracking features slow down and don’t work as intended.

Verdict: Best Construction Software for Mac Users Who Use Estimating

Ineight pros & key features.

• Real-time data
• Risk management
• Cost management
• Documentation management

InEight Cons & Limitations

• Complicated to learn to use
• Overwhelming customization
• Unresponsive customer support
• Slows down when managing larger projects

InEight Pricing

Ineight reviews.

• G2 review: 4.3/5

4. Buildertrend

BuilderTrend is construction software for Mac with essential project management tools, such as Gantt charts to make schedules. It has an intuitive user interface that makes the software easy to use. There’s a good dashboard and strong reporting tools. If there is a problem, their customer support is excellent. However, if users want to talk to a person that’s going to cost them.

Users who want to test out the software for free are out of luck. There’s no free trial or even a limited-featured free plan. Those who have used the software complain about the estimating features. They are very involved and the results aren’t worth the time. Add to that the lack of notifications, which is sure to annoy users when they find there’s a message for them, but don’t know until it’s too late.

Verdict: Best Construction Software for Mac and Independent Home Builders

Buildertrend pros & key features.

• Intuitive interface makes it easy to use
• Good customer support helps with any questions
• Customer relationship management tools
• Basic construction project scheduling tools like Gantt charts, calendars and to-do lists

BuilderTrend Cons & Limitations

• Gantt charts lack resource management and cost-tracking features
• Lightweight construction project management feature set and functionality
• The software monthly subscription fee is expensive
• No free trial

BuilderTrend Pricing

• Essential plan: $499 per month
• Advanced plan: $799 per month
• Complete plan: $1099 per month

BuilderTrend Reviews

• G2 review: 4.2 / 5
• Capterra review: 4.5 / 5

Jobber is construction software for Mac that independent contractors and small construction companies use. It helps with daily operations through features that help with quotes, online booking, payment processing, invoicing and scheduling of jobs. It has tools, such as to-do lists and calendars while notifications connect everyone on the project team.

Construction software for Mac users will be disappointed in the lack of essential features, such as Gantt charts and a project tracking dashboard. These two critical tools are a big dent in the design of this construction project management software. Add to that, no resource utilization monitoring and teams looking to do more than organize work will continue looking for fully-featured construction software for Mac.

Verdict: Best Construction Software for Mac and Independent Contractors

Jobber pros & key features.

• Unlimited user monthly license fee
• Various task management tools like kanban boards, task lists and daily logs
• Simple, easy-to-use project tracking tools
• Daily logs, job costing and work order tracking

Jobber Cons & Limitations

• Overly simplistic user interface results in a poor user experience
• Lightweight construction project management tools
• Doesn’t have Gantt charts
• Limited resource planning, scheduling and monitoring features

Jobber Pricing

• Core: $49 per user, per month
• Connect: $129 per month, up to 5 users

Jobber Reviews

6. coconstruct.

CoConstruct is web-based construction software for Mac that contractors, modelers and design-build companies use to schedule construction projects. There are good features for activity planning, scheduling, estimating, budgeting and communication. Users like the fact that it’s easy to customize the software. There’s also good customer service to help with that and more.

Users will have to pay to see for themselves as there’s no free plan or even a free trial. If users want to try out the construction software for Mac, they’re going to pay a lot for the privilege. The software is expensive. There’s also no workload chart or resource utilization dashboard. Plus, limited integrations might be the nail in the coffin for this construction software for Mac.

Verdict: Best Construction Software for Mac and Residential Building

Coconstruct pros & key features.

• Scheduling software equipped with timesheets
• Cost estimating features for construction teams
• Easy-to-use task lists for project scheduling

CoConstruct Cons & Limitations

• Limited construction project scheduling tools
• Missing important resource management tools like workload charts and resource utilization dashboards
• Expensive compared to some other construction scheduling software

CoConstruct Pricing

• Standard plan: Starts at $99/month and then increases to $299/month after 2 months
• Plus plan: Starts at $200/month and then increases to $299/month after 3 months

CoConstruct Reviews

• G2 review: 4 / 5
• Capterra review: 4.7 / 5

7. Contractor Foreman

Contractor Foreman is construction software for Mac that helps manage bids, estimates, sub-contracts and work orders. It has tools for planning and scheduling construction projects, such as Gantt charts and kanban boards. On-site teams can benefit from to-do lists, punch lists and daily logs. It’s a strong tool for managing admin and construction documents.

However, users of construction software for Mac might need to pair this tool with another that does stuff that Contractor Foreman doesn’t. Some surprising omissions from this software include resource planning tools, such as workload charts. There’s no dashboard to monitor work and the user interface isn’t the best. It looks like it hasn’t been updated in forever.

Verdict: Best Construction Software for Mac for Employee Scheduling

Contractor foreman pros & key features.

• Simple, easy-to-use project tracking tools are ideal for monitoring daily project progress

Contractor Foreman Cons & Limitations

Contractor foreman pricing.

• Basic: $49 per month
• Standard: $79 per month
• Plus: $125 per month
• Pro: $166 per month
• Unlimited: $249 per month

Contractor Foreman Reviews

• G2 review: 4.5 / 5
• Capterra review: 4.4 / 5

8. Buildxact

Buildxact is construction software for Mac that creates schedules from estimates, builds reusable templates and can assign tasks to teams, contractors and dealers with automatic reminders. Users find the software easy to learn and get up and running quickly. Its online estimating enables live pricing. It can update quotes with change orders and integrate with supporting tools such as Quickbooks.

Users have complained that the company rarely updates with functional improvements, with new features that aren’t practical. For example, there are limited reporting options and few customization options and it won’t serve large projects. While integrations are available, issues have been reported. Finally, there’s a mobile app, but it lacks features that would make it a more useful tool on the job site.

Verdict: Best Construction Software for Mac for Templates

Buildxact pros & key features.

• Easy to use
• Reusable templates
• Integrations
• Affordable pricing tiers
• Real-time project tracking

Buildxact Cons & Limitations

• Limited reporting
• Few customizations
• Not great for large projects
• Integration issues
• Weak mobile app

Buildxact Pricing

• Entry: $149 per month (requires annual commitment, 1 user, extra user $59 per month)
• Pro: $249 per month (requires annual commitment, 2 users, extra user $69 per month)
• Teams: $399 per month (requires annual commitment, 4 users, extra user $79 per month)

Buildxact Reviews

• Capterra review: 4.6 / 5

9. Monday.com

Monday.com is more a task management software than a construction project management software, but it is compatible with Apple, which puts it towards the bottom of our best construction software for Mac list. It can help plan and execute construction projects. Automation features help free up teams.

This isn’t ideal construction software for Mac. It could help with smaller projects that aren’t complicated, but professionals and general contractors working on large projects will look elsewhere. There’s no resource management and many of the features that the software does have are hard to set up.

Verdict: Best Construction Software for Mac Beginners

Monday.com pros & key features.

• Monday.com offers basic task management features for managing simple workflows
• Automated workflows

Monday.com Cons & Limitations

• Limited variety of cost and budget tracking tools
• Tools lack resource management tools for managing team workloads and resource utilization
• Some features can be hard to set up as they require manual configuration

Monday.com Pricing

• Basic: $24/month billed annually (minimum of 3 users)
• Standard: $30/month billed annually (minimum of 3 users)
• Pro: $48/month billed annually (minimum of 3 users)

Monday.com Reviews

• G2 review: 4.7/5
• Capterra review: 4.6/5

Wrike is another construction software for Mac that isn’t construction software, but when looking for Apple-compatible tools, the choices are limited. But this tool is good for organizing tasks and fosters collaboration, both of which are needed on the job site. It also has Gantt charts, reporting and security features.

The mobile app is certainly a plus for construction software for Mac, but the three-lane view of the tool is hard to navigate. There’s limited project tracking and the pricing isn’t cheap. However, it can work for small projects as the price is more competitive than most construction project management software.

Verdict: Best Construction Software for Mac and Small Projects

Wrike key features & benefits:.

• Allows users without a license to view projects, which helps update stakeholders on project progress
• Offers multiple project management tools for planning and scheduling

Wrike Cons & Limitations:

• High user minimums for all its pricing plans
• Can be hard to navigate due to its non-intuitive user interface
• Its project management tools like Gantt charts lack resource management or cost-tracking features
• Limited project tracking and reporting functionality

Wrike Pricing

• Pro: $7 per user/month (maximum of 10 users)
• Business: $25 per user/month (minimum of 3 users)

Wrike Reviews

• G2 review: 4.4/5
• Capterra review: 4.5/5

The Best Construction Software for Mac Is ProjectManager

Now that we’ve gone through all the best construction software for Mac, it’s clear that ProjectManager is at the top of the heap. It has all the features that construction professionals need to deliver successful projects, whether they use a Mac or a PC or both. General contractors get task, risk and resource management tools, secure timesheets and dashboards and reports to monitor and control the project from start to finish.

Related Construction Content

For those who want to look beyond construction software for Mac, below are some recent articles posted on our site that round up the best construction project management software products. Look through them and find the tool that is the best fit.

• Best Construction Scheduling Software
• Best Construction Estimating Software
• Best Procore Alternatives
• Best Buildertrend Alternatives
• Acumatica ERP Construction Edition: Key Features and Integrations

ProjectManager is online project and portfolio management software for Mac and PC that connects teams whether they’re in the office, at the job site or anywhere in between. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.

Deliver your projects on time and on budget

Start planning your projects.

Best Personal Finance Software: 8 Options to Consider in 2024

Money management is in. Not knowing how to do it is out. That's why finding the best personal finance software for you—one that meets your needs and is easy to use—can be a game-changer in keeping your finances on track.

Whether your goal is to save money , monitor your spending habits , or grow your small business , we listed a top-rated finance software from each category for you to try out.

More money to manage? Yes, please: Check out open jobs on The Muse and find the perfect fit for your financial goals »

Which software is best for finance?

When searching for ways to optimize your money management, you'll quickly discover that there are plenty of personal finance software options out there. You might wonder, “Which one is the best?” only to realize it's actually a tricky question. The best personal finance software depends on your specific needs and preferences.

Some software can seamlessly connect to your bank accounts, updating transactions in real time whenever you use your credit card or make a purchase. Others may require manual entry, offering more control over your data but demanding more effort. Format is also a big deal. You might prefer dealing with money on the big screen of a computer, or prioritize easy access to a mobile app.

So, the question should be, what is the best personal finance software for you ? Let's find out.

Best personal finance and budgeting software by categories

Here's a list of some of the best personal finance software for 2024—pick the one that best suits your needs, and start taking control of your money.

1. Best finance software for tracking expenses

Pocketguard.

PocketGuard keeps things simple, helping you track expenses effortlessly and showing how much you can safely spend. It categorizes your expenses, tracks bills, and features an “In My Pocket” function that shows your spendable money. Whether you're sticking to a budget or just need a clear view of your spending habits, PocketGuard makes money management straightforward and stress-free.

• What it does : Simplifies expense tracking with an easy-to-use interface
• Key features : Expense categorization, bill tracking, “In My Pocket” feature showing spendable money
• Ideal for : Users needing a straightforward expense tracker
• Platform : Available as both a mobile app and a web application
• Cost : Free basic version; $4.99/month or $34.99/year for PocketGuard Plus

2. Best for investment management

Quicken is a powerhouse for those serious about their investments, offering detailed performance analysis and customizable reports. It's a versatile tool with robust investment tracking features for users with complex financial situations. Quicken allows you to manage your portfolio, analyze investment performance, and generate customizable reports, making it an invaluable resource for investors.

• What it does : A versatile tool with robust investment tracking features
• Key features : Investment performance analysis, portfolio management, customizable reports
• Ideal for : Investors with complex financial situations
• Platform : Primarily a desktop personal finance software, but also offers mobile apps for tracking on the go
• Cost : Starting at $3.49/month (billed annually) for the Starter plan

This might also interest you: 7 Best Investment Apps for Beginners in 2024

3. Best for sticking to a budget

Ynab (you need a budget).

Imagine a budgeting tool that feels like a financial mentor. YNAB is all about helping you break the paycheck-to-paycheck cycle and save money . By following a proactive budgeting approach, it assists you in gaining control over your finances, tracking goals, syncing in real-time, and generating detailed reports on spending habits. YNAB's approach caters to those committed to sticking to a budget and achieving financial freedom.

• What it does: Help you gain control over your money by following a proactive budgeting approach
• Key features : Goal tracking, real-time syncing, detailed reports
• Ideal for : Those committed to sticking to a budget and saving money
• Platform : Available on both desktop and mobile platforms
• Cost : $14.99/month or $99/year

4. Best for couples who share finances

Zeta 's goal is to make managing shared finances a breeze. It's tailored for couples who want to seamlessly manage their money, ensuring transparency and collaboration. Zeta offers joint account management, bill splitting, and shared financial goals.

• What it does : Tailored to be a home accounting software to help couples manage finances
• Key Features : Joint account management, bill splitting, shared financial goals
• Ideal for : Couples looking to manage finances together effectively
• Platform : Mainly a mobile app, with web access for additional features
• Cost : Free

5. Best for spreadsheets enthusiasts

Tiller money.

Tiller Money is for spreadsheet enthusiasts looking for automation and customization for detailed financial management. It uses spreadsheets for a unique finance management approach, automating transaction imports, and offering customizable templates. Tiller Money is the right choice for users who prefer a hands-on, spreadsheet-based method of managing their finances.

• What it does : Provides detailed insights and automates transactions for financial management
• Key features : Automated transaction imports, customizable templates
• Ideal for : Users preferring spreadsheet-based management and customization
• Platform : Works with Google Sheets and Microsoft Excel, accessible on both desktop and mobile
• Cost : $79/year

6. Best for beginners who want to save money

Simplifi by quicken.

Simplifi is a personal finance software from Quicken that offers a modern approach to managing finances. It’s a perfect streamlined tool for those who want simplicity without sacrificing powerful features. Simplifi is ideal for beginners seeking an intuitive, yet powerful financial management tool that balances ease of use with functionality.

• What it does : Provides a personalized spending plan, real-time updates, and custom watchlists
• Key features : Personalized spending plan, real-time updates, custom watchlists
• Ideal for : Users seeking a balance between simplicity and powerful features
• Cost : $3.99/month (billed annually) or $47.88/year

7. Best for small business

If you're a small business owner, it can be challenging to separate your finances from your business. Making sure you draw a clear line between your personal and business money is crucial for both areas to flourish.

QuickBooks is a comprehensive tool designed for small businesses that offer robust features for tracking sales and finances. It simplifies accounting tasks, provides detailed financial reports, and integrates with various business apps. QuickBooks is perfect for small business owners who need to manage invoices, expenses, and payroll in one place.

• What it does : Offers comprehensive financial management for small businesses
• Key features : Invoice management, expense tracking, payroll integration, detailed financial reports
• Ideal for : Small business owners needing robust accounting software
• Platform : Available as both desktop software and a mobile app
• Cost : Starting at $25/month for the Simple Start plan

8. Best free program to track personal finances

If paying for personal finance software doesn't sound good to you, we got you covered! Goodbudget is an envelope budgeting method app that helps users manage their finances using virtual envelopes for each budget category—such as eating out, debt payoff, and groceries.

It's great for those who prefer a structured approach to budgeting and expense tracking, all within a free platform.

• What it does : Help you to stick to your budget limits for each category based on the envelope budgeting system
• Key features : Expense categorization, and sync across multiple devices
• Ideal for : Users who prefer a straightforward, envelope-based approach to budget management
• Platform : Mobile app, and also accessible via web

Choosing the best money manager software is a nuanced choice—a matter of finding the right fit among the crowd.

Read this next : 50 Personal Finance Tips That Will Change the Way You Think About Money

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7 Best Project Management Software for Small Businesses

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When running a small business, one of the main goals is to establish yourself as a company that has the potential to be bigger. And to achieve that, there is a lot to be done—which makes having streamlined processes and workflows even more important. Employing an efficient project management software solution helps small businesses manage teams better and take projects to completion without falling behind schedule or going over budget.

Take a peek at our 7 best project management software suggestions for project management professionals working in the small business setting.

• monday work management – Best for visual task management
• Wrike – Best for team collaboration
• ClickUp – Best for all-in-one productivity
• Trello – Best for simple project management
• Notion – Best for integrated note-taking and project planning
• Hive – Best for cross-functional collaboration
• Nifty – Best for milestone tracking

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Our Picks: Top Project Management Software for Small Business

Here are our picks for top project management tools for small businesses to help you find the best fit for your organization. To put together this guide, we researched over 20 software solutions and whittled the list down to the top 7 choices. In this guide, we highlight the key features, advantages, and disadvantages of each tool, making it easy to compare and choose the right solution for your projects and teams.

monday work management: Best for Visual Task Management

Small businesses often face unique challenges when managing complex projects, and having the right tools can make all the difference. Project templates are a must for simplifying setup and streamlining workflows. monday work management is the perfect solution for small businesses, as it offers a flexible work management platform that helps teams get started quickly—with over 200 customizable templates designed for various industries and use cases.

Standout Features

• Custom dashboards and reporting: Create custom dashboards and reports that clearly communicate project health and performance. Leaders can confidently make decisions to keep goals and objectives on track.
• Collaborative communication: Team collaboration is a top priority. monday.com enables users to share files, comment, and @mention team members, fostering effective communication and collaboration.
• Adaptive workflows: monday.com allows you to create and customize workflows to match your specific processes and needs. This adaptability is a key feature that supports businesses across various sizes, industries, and project types.
• Insightful project tracking: With its highly visual interface, monday.com provides a clear and intuitive way to track project progress. Team members can easily view task statuses, timelines, dependencies, and other essential details for comprehensive project visibility.
• Systematization: monday.com offers easy-to-implement automations and seamless integration with third-party apps and tools. Streamline tasks, notifications, and reporting to enhance efficiency and reduce manual work.

Pros and Cons

• Allows tailoring of workflows, boards, and automation
• Visually appealing dashboard
• Works seamlessly with external apps
• Expensive per-seat pricing
• Paid plans require a minimum team size of three.
• Short free trial period of only 14 days

Read our complete monday.com review .

Wrike: Best Choice for Team Collaboration

Wrike is a powerful project management solution well-suited for small businesses—proven by its ability to adapt seamlessly to new work dynamics and making it an ideal choice for team collaboration. Whether you’re managing Agile teams, clients, or remote workers, Wrike’s flexible features can cater to your project management needs. From a free plan for simple projects to advanced paid plans with shareable dashboards, Gantt charts, and automation, Wrike offers a wide range of options for small businesses looking to streamline unique project work and ensure everyone stays connected and up to date on every change throughout the project lifecycle.

• Coordination and communication: Real-time features include comments, file sharing, and @mentions so users can communicate constantly for clarity on project details.
• Dashboards and reports: Create tailored dashboards and reports to share project progress and track work and KPIs.
• Workflow automation: Streamline repetitive tasks and minimize errors using smart automation tools for consistency and the essence of time.
• Task and project planning: Empower teams to plan, assign, and track tasks to stay organized and on schedule.
• Integration and scalability: Plug into third-party apps you are already using and scale the platform as your team and business grow and change.
• Manage an unlimited number of projects in any plan
• Nesting subtasks for in-depth work tracking
• Multiple views for different audiences
• Locked Spaces and Two-Factor Authentication are only available in higher tiers.
• Mobile app lacks some of the useful web features.
• Prohibitive pricing for smaller teams

Read our complete Wrike review .

ClickUp: Best for All-in-One Productivity

ClickUp serves as a project management hub, uniting teams for seamless planning, organization, and collaboration. Beyond traditional departments, freelancers can connect with vendors, clients, and peers to work as a virtual team. Notably, ClickUp automates multi-step processes involving multiple users. Custom rules define task completion triggers, enhancing efficiency. Users receive timely notifications, ensuring prompt action when needed. Whether you’re managing tasks, documents, or goals, ClickUp streamlines productivity for small businesses. 

• Collaborative document editing: ClickUp allows teams to create, edit, and collaborate on documents within the platform. Whether it’s project proposals, meeting notes, or shared documentation, having a centralized space for collaborative editing streamlines and organizes the feedback process and overall effort between multiple contributors.
• Objectives and OKRs: ClickUp’s Objectives and Key Results framework gives users a goal-driven approach to project management through the ability to set goals and align project tasks with larger business objectives.
• Multitasking and hierarchy: The Bulk Action toolbar makes handling complex projects easier by allowing project managers to manage tasks in bulk and create subtasks for tighter control over dependencies and task details.
• Visual collaboration: ClickUp’s virtual whiteboard feature empowers modern hybrid teams. Whether brainstorming, strategizing, or creating concepts, team members can together draw up and map out plans in real time from anywhere within a connected work area. 
• Extensive free plan features for collaboration and agile teams
• Unlimited project Gantt charts to see and export the work plans
• Built-in communication tool for real-time team messaging
• Potential steep learning curve for new users
• Mobile app performance needs improvement for users on the go.
• Lacks a built-in project message board feature

Read our complete ClickUp review .

Trello: Best for Simple Project Management

Trello is simplified project management for small business teams. Its kanban-style setup neatly organizes projects into cards and boards, offering a visual snapshot of progress. Picture digital sticky notes on a virtual whiteboard, each representing project phases. It’s an intuitive solution, ideal for small teams tackling task lists and urgent deadlines.

• Customizable boards and lists: Start with a simple list and transform it into a custom board with visually laid-out cards. Trello’s flexible interface gives users the power to instantly structure their workflows by dragging and dropping, as needed.
• Kanban board layout: Trello’s simple visual display of work tasks simplifies planning and organization for teams of any size and project.
• Task management: Easily attach files, images, and links to cards for quick updates and reference.
• Useful integrations: Connect Trello to utilize along with other tools in your available software portfolio for an overall more robust project management experience.
• Up-to-the-minute tracking and notifications: Stay on top of project updates and real-time status changes so you always know who is handling which deliverables and what steps to take next. 
• Simple and fun Kanban-style drag-and-drop interface ideal for easy setup and use
• Calendars and timelines for organizing and tracking work from beginning to end
• Unique cards with custom fields to make it your own creation
• Mainly kanban-boards structure may not work for complex projects
• Lacks features for managing and tracking multiple projects with dependencies
• Free plan only allows a maximum of 10 MB per attachment, limiting what you can link.

Read our complete Trello review .

Notion: Best for Integrated Note-Taking and Project Planning

Notion is a versatile project management platform with a feature set that includes project management tools, task management capabilities, team wikis, and vision boards. What makes Notion particularly suited for small businesses is its adaptability. Teams can customize it to meet their specific requirements while enjoying a visually appealing and user-friendly interface. Particularly creative teams can use it to brainstorm, execute, track, and organize all tasks and assets within a single platform.

• ​​ Customizable workspace: Jump in and create tailored workspaces that match your specific workflows.
• Integrated scheduling and task management: The scheduling tool and in-page linking make meeting and project planning easy, which helps in keeping teams organized and on track.
• Robust AI capabilities: Notion offers paid AI features to add on to any plan, including generative AI for quick drafts and copy.
• Offers robust note-taking features for capturing and organizing detailed and changing information
• A highly flexible, customizable, and adaptable tool for workflows specific to small businesses
• Free forever plan and affordable pricing structure with impressive feature add-ons
• Lacks advanced project management features some small business owners may need
• Managing multiple projects simultaneously may get tedious with the tool’s interface.
• Light security features for highly regulated industries with sensitive information

Read our complete Notion review .

Hive: Best Choice for Cross-Functional Collaboration

Hive is a cloud-based project management platform complete with features designed for cross-functional collaboration. Create and organize projects under a parent project, facilitating flexible management of cross-functional initiatives. Hive consolidates projects, tasks, deadlines, requests, approvals, notes, and reminders into one unified platform. With multiple project views such as kanban, Gantt, table, portfolio, and calendar, Hive supports and boosts team coordination and understanding between users across all functions.

• Diverse visualizations: Select from kanban, Gantt, table, portfolio, and calendar views to display your projects and tasks in the most effective format for your needs.
• Adaptable project structures: Hive lets you set up individual projects or group them under a parent project, facilitating smooth cross-functional teamwork.
• Automated task management: Boost productivity by automating task assignments and workflows, making it ideal for expanding teams.
• Integrated Communication: Hive combines messaging, task collaboration, and email functions into a single platform, ensuring streamlined team communication.
• Multiple ways to visualize projects so you can choose the best view for managing and tracking work
• Integrated communication tools impact team collaboration and communication at every level.
• Manage growing workloads and increase productivity through automation
• Challenges with mobile app functionality and responsiveness when compared to the desktop version
• Pricing model may not align with expectations and feature wishlist.
• Dependent on Zapier for integrations with third-party applications

Read our complete Hive review .

Nifty: Best for Milestone Tracking

Nifty is a comprehensive project management tool that brings together teams, objectives, and workflows in one collaborative platform. Tailored for small businesses, Nifty provides an array of features to enhance project management efficiency. It is a great option due to its milestone tracking capabilities with real-time progress updates and customizable development workflows. Whether handling engineering, sales, marketing, or client projects, Nifty simplifies your processes with award-winning user-friendliness.

• Unique user roles and permissions: Set customized access levels for team members to balance security and collaboration. This ensures that sensitive information is protected while promoting teamwork.
• Milestone planning: Establish visual timelines for overarching goals to streamline project management. Progress tracking is automated as tasks are completed, ensuring you stay on course.
• Time tracking and reporting: Monitor productivity with precise time-tracking tools. Generate detailed reports to gain insights into team performance and project progress.
• Portfolio-level organization: Categorize projects into folders by departments, locations, managers, and other criteria. This organization simplifies navigation and oversight across multiple projects.
• Provides a wide range of features and tools for various project management needs
• Intuitive interface minimizes the learning curve for small business teams.
• Keeps teams aligned toward achieving project goals through smart collaboration features
• Performance may weaken when working on a large number of tasks, slowing down loading times and responsiveness.
• Limited customization ability for some types of work
• Tagging limitations for technical teams using tickets and bug-tracking functionality

Read our complete Nifty review .

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What We Know About the Global Microsoft Outage

Airlines to banks to retailers were affected in many countries. Businesses are struggling to recover.

• Share full article

By Eshe Nelson and Danielle Kaye

Eshe Nelson reported from London and Danielle Kaye from New York.

Across the world, critical businesses and services including airlines, hospitals, train networks and TV stations, were disrupted on Friday by a global tech outage affecting Microsoft users.

In many countries, flights were grounded, workers could not get access to their systems and, in some cases, customers could not make card payments in stores. While some of the problems were resolved within hours, many businesses, websites and airlines continued to struggle to recover.

What happened?

A series of outages rippled across the globe as information displays, login systems and broadcasting networks went dark.

The problem affecting the majority of services was caused by a flawed update by CrowdStrike , an American cybersecurity firm, whose systems are intended to protect users from hackers. Microsoft said on Friday that it was aware of an issue affecting machines running “CrowdStrike Falcon.”

But Microsoft had also said there was an earlier outage affecting U.S. users of Azure, its cloud service system. Some users may have been affected by both. Even as CrowdStrike sent out a fix, some systems were still affected by midday in the United States as businesses needed to make manual updates to their systems to resolve the issue.

George Kurtz, the president and chief executive of CrowdStrike, said on Friday morning that it could take some time for some systems to recover.

How a Software Update Crashed Computers Around the World

Here’s a visual explanation for how a faulty software update crippled machines.

How the airline cancellations rippled around the world (and across time zones)

Share of canceled flights at 25 airports on Friday

50% of flights

Ai r po r t

Bengalu r u K empeg o wda

Dhaka Shahjalal

Minneapolis-Saint P aul

Stuttga r t

Melbou r ne

Be r lin B r anden b urg

London City

Amsterdam Schiphol

Chicago O'Hare

Raleigh−Durham

B r adl e y

Cha r lotte

Reagan National

Philadelphia

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• All the best MacBook deals

How to pick the right MacBook

Best macbook prime day deals: last chance to get deep discounts.

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Amazon Prime Day  is coming to an end, but you can still shop some of the best Apple MacBook deals we've seen and snag a laptop for much less than full price. 

• See the latest computer lightning deals on Amazon .

Apple laptops get periodic discounts throughout the year, but these MacBook Prime Day deals are a step above what we typically see. We recommend jumping on a record-low $200 discount on the latest 15-inch MacBook Air running the M3 processor. This model is essentially a larger version of the 13-inch MacBook Air, and it's a much more affordable option than the 16-inch MacBook Pro if you prefer larger displays.  

Check back here as the sales event winds down. We'll update this page with the best remaining Prime Day MacBook deals. For more savings, check out our complete roundups of all the best Apple Prime Day deals and the best Prime Day laptop deals .

Top 3 MacBook deals

• Apple MacBook Air 15-inch M3 (2024) $1,299 $1,099 at Amazon
• Apple MacBook Pro 14-inch M3 Pro (2023) $1,999 $1,699 at Amazon
• Apple MacBook Air 13-inch M2 (2022) $999 $799 at Amazon

The best Amazon Prime Day MacBook deals

Among the other top MacBook Prime Day deals remaining, you can grab the latest 14-inch MacBook Pro running the M3 processor at an all-time low price . 

The 2022 MacBook Air introduced Apple's M2 processor, which improved performance over the M1 version. It has an especially thin and lightweight design, an improved webcam, and a larger display.

You no longer need a $2,000 MacBook Pro to get a 15-inch display. The 15-inch MacBook Air stretches your viewing real estate and offers the latest M3 power at a budget-friendly price. The larger screen will also greatly benefit anyone doing lots of media editing or needing to view spreadsheets.

The M3 MacBook Pro is yet another excellent device from Apple, but if you have an M2, we'd hold off upgrading. M1 users will notice a considerable improvement, and if you're still using an Intel MacBook Pro, this will basically blow your socks off.

Apple's powerful M3 Pro chipset and this base MacBook Pro model's soldered 18GB of RAM and 512GB of SSD storage work together to create a very capable video and music production machine.

Apple's most powerful M3 Max chipset and this MacBook Pro model's soldered 36GB of RAM and 1TB of SSD storage work together to create Apple's most capable video and music production machine.

There are a lot of MacBook laptops available, and you can generally buy one that fits your budget and be happy. They're all excellent machines that will do just about everything you want from them. As you get into MacBook models with high-performance processors, like the M3 Pro and M3 Max, it'll do everything you want, but faster and better. 

Generally, the best Apple laptop for the proverbial "most people" is the 13-inch MacBook Air running the M3 processor. If you like larger displays without spending MacBook Pro money, there's also a 15-inch model of the M3 MacBook Air .

If you're looking for the ultimate value, Apple still sells the M2 MacBook Air , which introduced the series' long-overdue design refresh. Despite running an older M2 processor, it's still incredibly capable — more so than many may realize.

Creative professionals who edit videos and do other visually intensive work will greatly benefit from the M3 Pro and M3 Max processors in the MacBook Pro series, not only for the extra processing but also for extra RAM and storage. These are significantly more expensive than the MacBook Air series, but they're worthwhile expenditures when serious heavy-duty workloads are part of your day-to-day. Larger MacBook Pros with 16-inch displays are also available, starting with the M3 Pro processor. 

Shopping for more great Amazon Prime Day deals? Check out our roundup of all of the best Prime Day deals , or browse Amazon's website for more.

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