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.

Business Plan

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:

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Website screenshot for Bizplan

Reasons to buy

Reasons to avoid.

Bizplan is the online business planning tool that claims usage of 30,000 startup founders from the 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.

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Website screenshot for PlanGuru

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. 

Website screenshot for Enloop

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 .

Website screenshot for LivePlan

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.

Website screenshot for Business Sorter

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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5 Best Business Plan Software in 2022

Sally Lauckner

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

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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Tell us where you're at in your business journey, and we'll direct you to the experience that fits.

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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 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 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 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

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.

On a similar note...

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Home > Business > Business Startup

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

4.5 out of 5 stars

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

Chloe Goodshore

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
  • : 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.

Plan Guru

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 logo

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

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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.


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

  • June 4, 2023

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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.

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– 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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The #1 Best Selling Online Business Plan Software for Mac

Fill-in-the-blanks simplicity. Real sample business plans to inspire you. See how it works »

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Mandie O. Lucky Dog Daycare

“LivePlan is incredibly easy to use. LivePlan’s web-based nature allows me to log in anywhere (for me it was with my MacBook Pro or iPad).”

Some of our fans:

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Here's How LivePlan Makes it Surprisingly Simple to Write a Convincing Business Plan

Step-by-step process

You get a step-by-step process to follow

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

“LivePlan saved me a lot of time because the software does so much of the work for you. All you have to do is answer questions and plug in numbers.”

Brian Sung, Eugene, OR Owner of Tailored Coffee

All the financials are calculated for you

LivePlan tells you exactly what kind of financial information you need to enter and then it 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.

Financials Graph

“Most people are intimidated by the financials, but LivePlan made planning simple, saved me so much time and just knowing that the calculations are correct makes this tool worth every penny!”

Brandie Slaton

Brandie Slaton, Merced, CA Noelle Notals LLC

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
  • Start a chat with our advocacy team. Click here to try it .
  • Or refer to more than 550 sample plans and tutorial videos built into LivePlan

Customer Advocacy Team

“LivePlan was user friendly, supportive and provided meaningful guidance all while remaining very flexible.”

Freja Nelson

Freja Nelson, Oregon Freja Foods

Get a Polished Business Plan That Will Impress Lenders

Once your plan is done, you can:

  • Customize the look of your plan using 10 beautiful document themes
  • Download your plan as a PDF or Word doc so you share it easily
  • Print out your plan to get a clean, professional document

See inside a completed plan »

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Join over 1 million entrepreneurs who found success with LivePlan

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

“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

Helga Douglas Owner, Svala

LivePlan Also Gives You Tools to Help Your New Business Succeed

Access Essential Business & Legal Form Templates

Access Essential Business & Legal Form Templates

Search our library of hundreds of legal forms that cover credit applications, contractor agreements, employee contracts and more.

Get Insights That Will Help Your Company Grow

Get Insights That Will Help Your Company Grow

Are you charging enough? Will you meet your revenue goals? LivePlan's forecasting tool can answer these type of questions at a glance.

See How You Stack Up Against Competitors

See How You Stack Up Against Competitors

Plug in your industry and where you're located, and LivePlan will tell you how you're doing compared to businesses just like yours.

You Might Be Surprised By What New Business Owners Have Achieved with LivePlan

E'a williams, be fit tri wellness, chicago, il.

“Once the investor saw the plan, he believed in it. The interface was fresh and lively. The program gave wonderful examples of what should be in the different sections. I was able to take bits and pieces of those examples, but when I finished each section it sounded like I had written it. “I could just plug in information without having to do any of the math. That saved a lot of work. It made it very easy to get the business plan done. Once the investor saw my business plan on LivePlan, he immediately got back to me and said, ‘I'm in.’”

Mandie O'Neill

Lucky dog daycare, eugene or.

“LivePlan made an overwhelming task easy. LivePlan is incredibly easy to use. LivePlan's web-based nature allows me to log in anywhere (for me it was with my Mac Book Pro or iPad). At times writing a business plan can be a overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff. I really liked how each section is defined and gives examples of what a quality business plan should look like.”

Rachid Tajiouti

Rachid Tajiouti

Olive oil usa, llc, new york, ny.

“I've raised $3M so far with LivePlan! I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors, and I've raised $3M so far!”

Our customers give LivePlan 5 out of 5 stars

Software is professional and user-friendly. Highly recommend to any Entrepreneur. Would not be where I am today without LivePlan.

Mar. 15, 2024

I've been using LivePlan to help me write top-tier business plans over the last 2 years. A prominent business plan writing company referred me to this site to help me produce the best business plans, to collaboratively support their clients. I've consistently had the best customer service, whether by email or live chat. Rapid responses that are helpful and this is one of the "hand-down" best platforms if you're looking for high-quality products and services - and AMAZING customer service. The price of the plan subscription is a tiny drop in the ocean compared to the results I've had with business plans created through LivePlan. Thank you for the products and services here that help me present well

Feb. 29, 2024

I've used Liveplan for two projects and I have been happy with both experiences. I've needed support twice and both experiences were quickly resolved using the chat function. I'd highly recommend Liveplan to anyone wanting to get serious about new projects. They have great customer support, and it can be a vital tool to anyone wanting to build something from the ground up.

Feb. 20, 2024

I needed a business plan for a government grant and the platform helped me tremendously. It was super organized with all the touchpoints I had to fill and the AI for improving the texts was also amazing. I did a finance plan a well and I had no clue beforehand in how to do it and that was excellent and everything I needed to submit a full case! I finished my plan and submitted it. I will definitely use it again for when i need another business plan. Thank you

Feb. 3, 2024

Extremely user friendly. I appreciated how intuitive it was and useful when I got stuck or when wanting to rephrase sections - AI was a true support for me then

Sep. 26, 2023

LivePlan helps put your ideas and beliefs on paper in a professional & organized manner. It guides you through planning, organizing, and monitoring your plan.

Sep. 2, 2023

I didn't only get value for the money paid but also got the best customer service experience as well. And of course, I'm sticking to LivePlan forever.


Aug. 14, 2023

Using LivePlan since March 2015, I've created precise financial plans and business strategies for ventures of all sizes. It's the perfect tool for rapid evaluation, eliminating the risk of spreadsheet errors.

Jul. 7, 2023

It's a great Financial planning software. It can also sync with Xero and Quickbooks.

Jun. 17, 2023

If you are looking to create a Business Plan then don't waste any time, buy LivePlan as it will make your life so much easier and save you days of work!

Jun. 28, 2022

A great tool for entrepreneurs with non-finance backgrounds. We all have business ideas but long-term planning is a challenge. LivePlan makes it simple and easy.

Jun. 24, 2022

I had put off writing a plan because I dreaded the research and didn't really know what I was doing. Because of you, I now have a comprehensive, professional-looking business plan.

May 24, 2022

Overall experience with LivePlan is awesome. Very informative and easy to read. Plans come with templates and other examples you can use to build your plan.

Deonta from Texas

May 11, 2022

The best part for me is the feeling of confidence it gave me. It really made me feel like my goals and even dreams were actually possible to reach.

Mar. 29, 2022

LivePlan was a lifesaver when starting our business! It helped us make a business plan and financial projections to show others, and everyone was blown away.

The Silver Fern Shop

Jan. 27, 2022

  • What is the Best Business Plan Software for Mac?

What is the Best Business Plan Software for Mac

  • Startup Culture
  • Business Skills

Last Updated: July 25, 2023 By TRUiC Team

Truth is, not all business plan software tools out there are Mac-friendly, it just so happens that our absolute favorite here at Startup Savant is 100% compatible with Mac, iPhone, or pretty much any other device - LivePlan ! In terms of value, features and pricing - they're heard to beat.

That said, let's dive a little deeper into the 5 reasons Mac users adore LivePlan. Come on, it'll be fun, adventurous, and this article might just be the catalyst you've been searching for. Enjoy!

Recommended: You can also check out our review of the  best business planning software.

Exclusive Bonus : If you'd like to try LivePlan yourself, here's an exclusive 50% off LivePlan promo code  offered to our readers. You'll have 60 days of risk free planning with their 100% money back guarantee. Enjoy!

#1) Presentation-Ready Business Plans

Whether you're out to organize ideas better, show them to potential partners, or to have a chance at funding from credit unions, investors and lenders, LivePlan guides you to presentation-ready plans. Clean. Concise. Beautiful. Well-formatted and fully customizable.

LivePlan Business Plan for Mac

#2) User-Friendly and Modern Interface

It's hard not to love their software's interface, especially if you're nowhere near a number cruncher. No savvy required to look pretty. All you need is the data, or information, and LivePlan will take care of the rest.

Business Plan Software for Mac

#3) A Scoreboard to Monitor Progress

The LivePlan Scoreboard is a dashboard where you can view and keep tabs on your brand's evolution. It highlights important info that's easy to digest and discern. Stay aware and generate progress reports with a couple clicks.

LivePlan Reviews and Scoreboard

#4) 500+ Templates

Nearly all of the business plan software provides give you templates to customize. However, LivePlan is unique because you get 500+ that've been tried and tested by real startups and entrepreneurs like you. LivePlan's been collecting them through the generous contributions of their users. This way you'll never have to start from scratch.

LivePlan Business Plan Examples

#5) Create Powerful Market Data

Along with your pitch, core objectives, and one does market data presentation quite like LivePlan. The screenshot below doesn't do them justice by any means. If you love seeing raw data transform into beautiful graphs and charts that make everything easier to grasp and act on, then LivePlan will definitely tickle your fancy.

Best Business Plan Software for Mac

What Your Business Plan Could Look Like

Below is the example they provide on their site. It's minimalist and more of an executive summary. Our business plan is 20 pages long but just as lovely, although we went with a more dramatic template with dark red.

LivePlan Business Plan Pitch

LivePlan Pricing Structure

LivePlan Discount Pricing

LivePlan offers a single straightforward plan and you can go monthly or invest once a year. Regular price for the monthly subscription is $19.95, but with our 50% off discount (in the big link at the end of this article), you’ll pay only $9.95 for the first month.

Do keep in mind though that the annual subscription saves you 40% and drops the price per month to a mere $11 and change. Oh, and don't forget their 100% money back guarantee.

Ready To Make Your Move?

So at the end of the day, since you're very interested in planning software for your Mac, there's no reason not to head on over to LivePlan , sign up, take the leap, make your move, and see what's in store. I myself am one of the over 350,000 entrepreneurs who've used LivePlan and I can honestly say it's solid software (cloud-based too). Thanks so much for stopping by and reading. Here's to the big wonderfully successful and transformative years ahead of you.

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7+ Best Business Plan Software For Mac (2023 Guide)

Best Business Plan Software For Mac

Want to jump in and know my recommendation for the Best Business Plan Software For Mac? I recommend that you go for Wise Business Plans , LivePlan or Upmetrics .

Businesses in the 21st century are increasingly turning to software solutions.

This is because they have an easier time finding a solution and getting it done quickly.

There are many innovative and collaborative platform that can be used to help entrepreneurs create their business plan.

These software solutions can be found on the market today and we are going to take a closer look at them in the sections that follows:

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What Is The Best Business Plan Software For Mac?

Here Is A List Of My Top Rated Business Plan Software.

1.Wise Business Plans.   

wise business plans home page screenshot

Wise Business Plans is a modern business planning platform that is dedicated to help entrepreneurs and leaders Plan, Build and Fund their business planning needs.

With their professional MBA qualified writers and prioritize features, they will assist you in writing custom business plans in a multitude of business industries with a compiled research on 400 industries.

WSP is well organized from the time line to the finalization of your business project. 

Pricing Plans .

wise business plans pricing packs screenshot

There are 3 pricing packs in here and they are as follows:

LLC is for $348 plus state fee, File in 5-7 business days.

Corporation cost $488 plus state fee, File in 5-7 business days.

Non-profit goes for $548 plus state fee, File in 5-7 business days. 

Try Wise Business Plans .


live plan home page screenshot

LivePlan has well over 500 built-in sample templates and has got you covered. Regardless of your little or medium-sized business, LivePlan can assist you along the way to acquire the right leads. Their software includes industry benchmarks and makes it easier for them to make a tough and realistic forecast for your business.

live plan prices screenshot

Two price plans exist here and they are:

Standard goes for $15 a month and its best for anyone who needs a professional business plan.

Premium is for $30 a month and its best for businesses that also need financial tools to help them operate and grow.

Try LivePlan .


upmetrics official home page screenshot

UpMetrics is a cloud-based strategic planning software built for entrepreneurs that care about where their time and energy goes in planning and building strategies.

With their team of over 15+ thinkers and prioritize features, step by step instructions, makers, and storytellers around the world, they aim at providing a balanced perspective by creating unique and delightful products to meet your business needs.

upmetrics pricing packages screenshot

There are four pricing packages in here to help you with your business planning processes and they are:

Free demo cost $0 and it’s good foreveryone to learn how upmetrics features works.

Solo sells at $9 it’s good for best for solopreneurs and freelancers trying to build their brands.

Team goes for $14 it’s best for small teams looking to scale their businesses.

Premium is for $48 it’s perfect for incubators, large organizations and business consultants.

Try UpMetrics .


gosmalbiz official home page screenshot

GoSmallBiz is the best business performance management software that is capable of handling your managerial and legal tasks.

They are good at handling human resource management, tax payments and marketing for small businesses that want to carry out their administrative duties with ease.

Price Packs .

gosmallbiz prices screenshot

There are 3 price packs inside this business planning software if you are looking for their services and they are as follows:

Go sells at $199 a year.

Guide is for $49 per month.

Grow cost $39 per month.

Try GoSmallBiz .

bizplan official home page screenshot

If you are interested in the success of your business, creating a professional business plan and growing your businesses, then your best option is to go try Bizplan .

Bizplan as a cloud based tool has automated business plan generator or templates that prompts you with the most relevant questions you need to answer to best communicate your idea.

This will save you lots of time in writing a business plan and more time building your business.

bizplan pricing plans screenshot

There are three pricing plans inside this cloud based tool when looking for their services and includes unlimited business plans, collaborators, and all features on Bizplan.

Monthly goes for $29 per month. 

Annual cost $20.75 monthly. 

Life-time access is for $349.

Try Bizplan .


enloop home page screenshot

Enloop is the best when looking to make your business planning easy and collaborative as much as possible.

With this cloud based software, you get to put together a thorough business plan with text and automatically generated full financial projections and your plans are kept safely on the internet so you may access them at any time and make changes.

enloop pricing plans screenshot

Enloop as a cloud based tool offers three price packages here to help in business planning and they are as follows:

7-day is a free business plan software for $0 and a seven day free trial.

Detailed cost $19.95 per month.

Performance is for $39.95 per month.

Try Enloop .


planbuildr official home page screenshot

PlanBuildr is modern business planning platform and happens to be one of the easiest business planning software that guides you through a tried-and-true, patented process to quickly and easily build professional business plans in any chosen field.

Additionally, you also get online support and find answers to your most frequent queries.

Try PlanBuildr .


planguru official home page screenshot

When it comes to increasing your business profits, daily tasks, making better decisions and accomplishing your goals, PlanGuru is a cloud based tool and its definitely your best option when it comes to business planning.

PlanGuru can help you drive better decision making through time-tested processes.

planguru prices screenshot

There are 2 main plans for their services and they are:

PlanGuru app goes for $99 Per Month (USD) and $899 for annual subscription.

PlanGuru desktop cost $99 Per Month and $899 for annual subscription.

Try PlanGuru .

What Is A Business Plan Software?

A business plan software is a user friendly software or automated business plan generator that helps entrepreneurs and small business owners in their business planning processes.

It helps them to create, edit, manage and share their plans with other people. Business plan software also help to automate the process of writing the plans.

There are many options available in the market for this type of software.

Some of them are free while others charge a monthly or annual fee.

The best option for you depends on what you want from your tool and your budget.

How Do I Create a Proposal with a Business Plan Software for Mac.

There are a lot of software that can help in creating business plans. Most of them are complex and expensive to use.

The 7 steps below will help you create your own proposal with a business plan software for Mac.

Download The Software.

Install the software., create your first project., edit your project., generate a proposal template from scratch or from one of the templates provided by the software., export your document to any format required by your customer., share your document with anyone..

Downloading the business plan software for mac is easy. There are two ways you can do this.

First, you can download the software from the website of a company that offers it. Second, you can install it on your own computer.

Both ways require that you have an internet connection and are running a mac operating system.

I will take you through the 5 steps on installing the business plan software for mac.

We recommend that you follow these steps in order:

  • Download and install Xcode from the App Store.
  • Download Business Plan Pro from our website.
  • Open Business Plan Pro and sign in.
  • Create your account by clicking on “Sign Up” button.
  • The registration process will take a few minutes. Once it’s done, click “Activate” button in order to activate your license.

To create your first project with business plan software for mac, you will need to start with a few key steps.

First, you will need to create a business plan template that suits your needs.

Next, you will need to fill out the template and add information about your business. Finally, you will need to customize the template so that it reflects your company’s unique needs and goals.

When creating your first project with business plan software for mac, it is important to consider all aspects of the venture before making any decisions about what type of template or design would work best for the project.

The software comes with an editor that makes it easy to make changes and update the content.

The editor is also helpful in keeping track of all the changes made throughout the writing process.

It’s important for you to edit your project before submitting it. If you don’t, there is a good chance that your project will be rejected or ignored by potential investors or partners.

Editing will help ensure that you have everything organized and presentable so that potential investors can easily understand what they are getting into when they invest in the company.

It is not easy to start a business. It requires a lot of planning, time, and effort. However, you can take the help of the software to make it easier for you.

The templates provided by these software are customizable so that you can personalize them according to your needs.

You also get access to a wide range of professional templates that will help you create your own unique proposal.

The software also provides an easy-to-use interface that will help you generate proposals in no time and without any hassle.

With the rise of globalization, businesses are increasingly looking for ways to expand their reach.

One of the most effective ways to do this is through exporting your document to any format required by your customer.

These software packages make it easy for you to export your document in a variety of formats – including PDF, DOCX, XLSX, and more.

They also offer other features that make it easier for you to manage and share documents with your customers.

You can export your document to any format required by your customer with business plan software for mac.

The way you export your document is very easy. All you need to do is click on the Export button and select the format of your choice.

This software will help you make a professional presentation that is in line with the requirements of your customers and they will be impressed by the quality of the content.

This tool is a one-stop solution for business plan authors. It allows users to create and share their document with anyone they choose.

It also has a built-in editor, so you don’t have to worry about editing it yourself.

It’s the easiest way to share your business plan with potential investors or partners, and it’s also the best way to make sure that your document is error-free.

To share your document with anyone, just click the “Share” button in the top-left corner of the screen.

This will open up a menu where you can give access to your document to others.

What Are The Top 3 Determining Factors In Choosing The Best Business Plan Software For Your Needs.

There are many factors that determine which business plan software is right for you. These include the size of your company, your industry, and the type of plan you need.

Your future is more important than your today. Make some money and secure your future here with my affiliate link:

In order to help you make a decision, here are the top three factors that determine which business plan software is right for you:

The 3 Main Factors That Determine The Best Bps For You Are:

Functionality., ease of use..

Budget is a factor in choosing the best software for your needs. Some of the software charge a high price for the features they provide, while others are free or offer a limited number of features.

If you have a limited budget and need to get your business plan done quickly, you should consider using one of these free tools.

It provides a plethora of templates, guides and worksheets to help businesses develop their business plans.

The software comes with a variety of features that will help you create the best business plan for your needs.

All the features include; the ability to manage your budget, customization options and track progress over time.

The best business plan software will have the functionalities that you need for your team and company.

The software should be able to meet all of your needs and provide you with the tools needed to succeed in your venture.

Business plan software is a complex product that requires a lot of time and effort to learn.

Even if you are not the most tech-savvy person, it can still be difficult to navigate through the features and options available in different business plan software.

Ease of use is a factor in choosing the best business plan software for your needs.

It should be easy for you to understand how the product works and what it does, without having to spend hours researching about it online.

The best software should make your life easier by providing tools that help you create content faster, as well as by providing templates that can be used by anyone with basic knowledge of Microsoft Word or Google Docs.

FAQ On Business Plan Software Solutions.

Here I will commonly asked questions.

What Are Balance Sheets?

Balance sheets are a financial statement that lists the assets, liabilities, and owner equity of an individual company or other economic unit at a particular date.

The balance sheet is one of the three major financial statements (the other two being the income statement and cash flow statement). It is used to measure the performance of an organization on a specific date.

What Is An Investor Ready Business Plan?

An investor ready business plan is a comprehensive document that can be used to gain funding from investors.

Executive Summery On Best Business Plan Software For Mac.

Business performance management software is going to help in the future to set strategy that will be easy to use and will provide assistance in business plan creation.

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The software has been designed as an online interface that can be accessed from any device.

It provides all the necessary tools for business plans like budgeting, forecasting and financial forecasting.

Businesses are using these tools to create their own business plan with ease.

They just need to fill up a form with information about their products and services, company profile, financials, etc.

These tools can generate a comprehensive plan for them.

Hence, this is going to be a great way to achieve better results using these tools.

RECAP: My #1 recommended best online business plan software for mac are Wise Business Plans , LivePlan or Upmetric .

What do you think about business plan creation and which of these innovative and collaborative platform will you try out?

Do leave a comment about my post in the comment box below.

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Best Business Planning Software: Pick the One that Suits Your MAC

hero image with laptop

When starting a company or brand, you must have a road map of your activities ahead.

Thus, it would help if you have a professional business plan written to highlight all the forecasting touching on finances, human resources, and marketing.

However, innovation gave rise to a new norm in how we run things.

best business plan software mac

The use of business plan software to compose crucial documents not only saves time but money.

For these reasons, we have taken the time to review the best software to create your own business plan. Learn more about EquityNet reviews  and find out if it’s legit or a scam.

Thus, you will not beat around the bush looking for a program to find the best software in the market.

Why do You need to Consider EduReviewer's Review?

EduReviewer is known for the most informative and precise work on reviewing the best educational and business features.

We present the following detailed overview of the best software for you to consider before settling on the best business plan software solutions to work on your project.

best business plan software mac

Our comprehensive nature of reviewing every program gives you valuable information you cannot find anywhere.

We analyze the majority of business plan software reviews online.

Criteria Used to Evaluate Business Plan Software

To give a detailed review of the best business plan writing software, we consider the following factors:

  • User interface,
  • Ease of use,
  • Guarantees,
  • Money-back policies .

Besides, we have gone a notch higher by highlighting the key features, merits, and disadvantages of each package.

best business plan software mac

Finally, we give reasons for why we like various services and their customer service experience, making the best software to create a business plan.

Top Business Plan Writing Software in 2021

  • LivePlan : Top-rated business plan software, comprehensive and precise soft for small and medium-sized enterprises.
  • PlanGuru : Accomplish all your business goals with ease.
  • Enloop : Efficient program for all your business needs.
  • Palo Alto Business Plan Pro : Professionalism and efficiency to win the hearts of all investors.
  • GoSmallBiz : Suitable for small brands and features excellent marketing tools.

Below you can find detailed business plan software ratings and reviews.

best business plan software mac

  • Easy to use;
  • Allows customization of any brand;
  • Boosts creativity and gives freedom in making choices;
  • It offers affordable plans for leaders that need business plan software at just $15 per month for the annual plan.
  • Not favorable for large enterprises;
  • Forecasting is limited to a few years;
  • Focuses more on accounting procedures, leaving out other industries;
  • Limitations when exporting data to sophisticated accounting programs, e.g., Microsoft Word.

LivePlan start your plan

User Interface and Customer Care

LivePlan how it works

Pricing and Guarantees

LivePlan pricing

Key Features:

LivePlan all packages include

Business Plan Pro

best business plan software mac

  • Built-in formulas and financial statements;
  • Free and instant customer service;
  • Over 500 templates;
  • Automated charts and graphs;
  • Free review of plans;
  • Over 9,000 financial profiles;
  • Legal guides for businesses;
  • Endless customizing;
  • Trademark assist.
  • Favors large groups;
  • Lousy graphics.

BusinessPlanPro info

Interface and Customer Care

LivePlan information

Major Features

  • Tons of profiles to select : The tool offers you more than you ask for, as you can choose a suitable enterprise profile and get to customize it. Thus, your brand gets to stack up while others follow your path of success with potential partners.
  • Answer to your legal queries : when starting a business, you have to respond to any legal issues. However, Palo Alto Software helps you navigate the legal challenges to the end. For example, naming your company and getting a trademark for your goods or services gets sorted instantly.
  • Cheap : Brands desire to operate at minimal costs while maximizing profits. You get exactly that with the program, as you pay $159 for the annual package. What is juicier is you can make several plans under the same package without any restrictions.
  • Learn from industry leaders : Top licensing bodies, thanks to their pristine services in consultancy, recognize the software. Besides, you have access to some top e-books with every purchase of the pro plan, offering step-by-step instructions to get things done.

BusinessPlanPro business owners

  • 24 hours of customer support;
  • CRM email marketing feature;
  • HR support systems;
  • Website builder;
  • Business forms.
  • Limited options compared to other packages;
  • The pricey package as you have one choice;
  • Lack of an annual subscription package.

GoSmallBiz how we can halp you

Key Features

  • Genuine: You will fall in love with their sincere approach to all customer requests. Founded in 1996, the company has all the technical experience to offer practical business consultation.
  • Entrepreneurship: The business plan software helps you deliver on the best business practices thanks to its experience. Hence, when its services get ahead of the competition with ease as they leverage their expertise.

best business plan software mac

  • Import and export data to various accounting software for accurate reports;
  • Import data for up to 5 years and make forecasts of up to 10 years;
  • Make use of valuation tools to help deal with competitors and attract investors;
  • Make use of the integrated financial statement outlines;
  • Create an unlimited number of analyses for your brand;
  • Access up to three ratios for your brand;
  • Payroll utility.
  • Suited for tech gurus as their services are advanced;
  • You will need a backup for your data as their data;
  • Pricey compared to other service providers;
  • Retrieval policy is complicated.

Planguru helps businesses

  • Categorization for better performance;
  • Instant access to all company reports;
  • Manage your cash flow easily;
  • Free company advice.
  • Their reports are not as comprehensive as other programs;
  • Use of old frameworks for the job;
  • Slow customer care.

Enloop bisiness plan online

  • Instant reports and forecast : You will have the advantage of generating bank-ready reports for submission. This helps you save on time as you win the hearts of investors instantly. In addition, you get practical and straightforward explanations for all your data.
  • Improve Your Score : Since the software instantly displays all the information you need, your score improves immediately. Hence, as you work through each segment, your completion score adjusts, motivating you to complete your plan. In addition, it works as a free mentor as you see what is remaining and how you can accomplish the unfinished work.
  • Forecast comparison : You can compare your business against other similar competitors at no extra cost. The app generates up to 16 financial ratios to help in the evaluation. Consequently, you overcome some costly problems gaining a competitive advantage.

What Are the Pros & Cons of Using Business Plan Software?

best business plan software mac

Hence, here are some of the merits and demerits of purchasing a program for the task.

Here are notable pros to expect when using an online program for your business planning.

  • Step-by-step guidelines for writing a business plan.
  • Access to the latest planning practices and procedures.
  • Automatic generating of titles and segments.
  • Access to professional outlines.
  • Get various financial statements when you need them.
  • Download graphs, tables, and charts to help in making comparisons with ease.
  • Endless edits and customizing to suit your needs.
  • Prompt access to your success rate and performance plan in achieving your goals.

However, although you have countless benefits, here are some disadvantages to using an app you need to know when using the best business plan software options.

  • Some software misses out on essential industry insights and practical experience.
  • If you choose to write the plan, you incur no costs instead of the cost of purchasing software.
  • The software hardly provides technical support in actualizing a plan, which can create a learning curve.
  • Most software offers standardized reports, and financial statements are limiting creativity and flexibility.
  • Software tends to omit some information when reviewing written work, making it slow, as you need a human touch before submitting it.

Short Guide to Choosing Business Plan Software: Compare Business Plan Software 

best business plan software mac

As a business owner, executive, or entrepreneur, When choosing the essential software for your enterprise, here are the essential items to check out.

Financial Accuracy

Financial executives should consider financial accuracy when selecting professional business plan software because it is crucial for making informed decisions.

Software with accurate financial forecasting, budgeting, and tracking features can help company leaders manage finances effectively, reduce errors, and identify potential risks.

Business Plan Templates and Customizations

Business plans software should allow customization to meet the unique needs of each company.

Enterprise and executive personnel should choose software that offers customizable templates, charts, and reports to make it easier to create tailored plans and strategies.

best business plan software mac

Business Tips

A business plan software that provides tips and suggestions for creating effective plans can be very helpful, especially for first-timers.

The software should offer many guidance and video tutorials on market research, financial planning, marketing, and other key areas to help users make realistic financial forecasting and achievable goals.

A business plan software that includes budgeting features can help manage financial projections more efficiently.

Software that allows users to set and track budgets, forecast revenues and expenses and analyze financial data can help companies stay on track and avoid financial difficulties.

Customer Support

Good customer support is essential when selecting business planning software.

Business leaders should choose a software provider that offers prompt and reliable customer support, including email, phone, and chat support, to ensure that any issues are resolved quickly.

best business plan software mac

Software Integrations

Reliable software options should integrate seamlessly with other business tools and software, such as accounting, project management, and CRM software.

This allows for more efficient data sharing, financial projections, and analysis, which can save time and increase accuracy.

User Interface

The right software solutions should have a user-friendly interface that is easy to navigate and use.

Software that is too complex or difficult to use can be frustrating and discourage users from fully utilizing the software’s capabilities. A user-friendly interface with intuitive features can improve productivity and effectiveness.

Customer Reviews

Executives and entrepreneurs should also consider customer reviews when selecting a business plan creation and management software solution.

Reviews and feedback from other users can provide valuable insights into the software’s strengths and weaknesses, ease of use, and customer support.

best business plan software mac

Money-back Guarantees

Money-back guarantees are important when selecting a planning software, as they offer an added layer of protection for the user. A money-back guarantee allows users to try the software risk-free and return it for a refund if it does not meet their expectations.

Business Plan Software: FAQs

Is it necessary for small businesses to use business plan software.

While business plan software is not essential for every small business, it can be highly beneficial.

It can help small brand owners create professional business plans, manage finances more efficiently, and track progress toward their goals.

Hence, small companies should carefully evaluate their needs and consider the benefits of using business planning software before making a decision.

What are the benefits of using Business Plan Software?

Business plans software provides several benefits for entrepreneurs and executives.

It can help users create realistic and achievable plans, track financial data needed, manage budgets, track real-time performance scores, and analyze market trends.

Additionally, some software providers offer customer support, plan templates, SWOT analysis, business tips, and money-back guarantees to ensure that users receive the best possible experience.

What is a Business Plan Software?

A good business plan is a detailed plan highlighting the future of trade operations.

It helps established organizations create a business model and forecast their operations.

Business plan software options are collections of tools designed to give a professional forecast of an enterprise’s operations.

In addition, it helps with project management and makes it easy to track the success or losses of all sectors of operation.

What Should You Look For In Business Plan Software Solutions?

Here is a list of crucial features to look out for from the top 10 business plan software options:

  • Accuracy of Financial Forecast: The first feature to check out is the precision of projections given by the software. If you notice massive deviations, avoid the program, as it is likely to make more mistakes.
  • Customization: Since no two businesses are similar, you need to get the best business plan software to suit your needs. Besides, get a program that gives you room for growth and customization.
  • Business Advice: Some of the software allows learning, consultation, and learning with the gurus. It settles for a program that gives much more than the needed documents.

Can I use free business plan software solutions for my business?

Yes, there are many free business plan creation software options available.

However, most business plan software solutions that are free may also have limited features, less detailed plans, fewer customization options, and may not offer customer support or money-back guarantees.

It is important to evaluate the features and limitations of free software before choosing to use it for your company.

Conclusion: What is the Best Business Plan Software?

Having reviewed all the best software for business plan creation in 2021 and checked business plan software for Mac reviews on our website, you will fall in love with a LivePlan from the Palo Alto Software.

It provides stunning and futuristic tools at a lower price. You will need the software to grow your operations.

Even if you only need a quick business plan, this service will offer everything you need.

It is also essential to remember that business planning accounts for the future success of your operations.


The article might contain sources leading to services or blogs, which are our partners. And being affiliated with them, we may earn commissions if you buy one of their products or services. You can learn about that here .

best business plan software mac

Here are more articles where we compare various services.

best business plan software mac

  • Project Management

Best Project Management Software for Mac & iOS in 2024: What’s The Best Project Management Tool for Apple? 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 .

Best Project Management Software for Mac & iOS

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.

Brett Day

Last Updated: 03 Feb'24 2024-02-03T11:00:07+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

  • 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 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.

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, Asana, Wrike, Trello and ClickUp.

  • — Powerful, beautiful and feature-packed, 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 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. 


monday ipad app

More details about

  • Pricing : Free, $9 per month (one-year plan) per user
  • Provider website :
  • 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 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, 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’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 Shine 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 a leader in task management software. You can read more about the tools and features in our review .

monday views app 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, 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 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
  • Enterprise-level features.

asana desktop app

More details about Asana:

  • Pricing : Free, $10.99 per month (one-year plan) per user
  • Provider website :
  • 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 15 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.

asana desktop integrations

The biggest downside of Asana is its price structure. For small businesses, it’s hard to go wrong with the Asana free plan . The Premium plan — $10.99 per user per month annually — offers more tools and views, but the pricing is steep. The Business 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

wrike desktop app

More details about Wrike:

  • Pricing : Free, $9.80 per month (one-year plan) per user
  • Provider website :
  • 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 gantt chart ios

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.
  • Plans for 5 to an unlimited number of users.

trello desktop app

More details about Trello:

  • Pricing : Free, $5 per month (one-year plan) per user
  • Provider website :
  • 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 power ups

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

click up list desktop

More details about ClickUp:

  • Pricing : Free, $7 per month (one-year plan) per user
  • Provider website :
  • 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.

click up mind map desktop

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

ntask browser list

More details about nTask:

  • Pricing : Free, $3 per month (one-year plan) per user
  • Provider website :
  • 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.

ntask timesheets desktop

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 , 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 The slick user interface makes 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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ClearPoint Strategy




8 Business Plan Templates You Can Get for Free

Kody Wirth

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

  • Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
  • Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
  • Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
  • Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Preview of Bplans' free business plan template download asset.

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

best business plan software mac

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

best business plan software mac

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

best business plan software mac

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

A sample of the 696 free business plan templates available from Canva. The templates represented here are for a restaurant and two options designed around a minimalist beige aesthetic.

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Preview of ClickUp's business plan template within the project management platform. It includes a number of fillable cells to help guide the creation process.

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

A preview of the Smartsheet business plan template. It provides a preview of the cover page, directory, and small views of the remaining template pages.

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

Preview of the ReferralRock affiliate marketing business plan template. It just represents the cover page of the full template.

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

  • Do you need more guidance? 
  • A simple way to structure your plan? 
  • An option that works with a specific tool?
  • A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Kody Wirth

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Start stronger by writing a quick business plan. Check out LivePlan

Table of Contents

  • Qualities of a good template
  • ReferralRock
  • Does the template matter?

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best desktop publishing software mac - cover

10 Best Desktop Publishing Software For Mac of 2024 (Free & Paid)

If you want to make a magazine, flyer, poster, book or any other publication then you need the best desktop publishing software to do the job properly.

Word processing software is designed more for typing documents than creating publications and lack the layout tools you need to move around graphics, text and other elements on a page.

Graphic design software is based more on editing and managing images, desktop publishing apps are focused more on how both text and images fit together.

Meanwhile on Windows, many people use Microsoft Publisher to do basic DTP work but Publisher for Mac isn’t available .

The good news is there’s a wide range of both paid and free desktop publishing software available for macOS and here we’ve looked at the best ones of 2024.

We took a long hard look at all the options out there and narrowed it down to these killer DTP apps which are suitable for a range of budgets.

Quick Navigation

1. Adobe InDesign

2. swift publisher, 4. affinity publisher, 5. istudio publisher, 6. quarkxpress, 7. vivadesigner, 10. scribus.

adobe indesign for mac desktop publishing

Adobe InDesign is by far the best professional desktop publishing software for Mac and the industry standard for DTP on both Mac and Windows PCs.

It’s used professionally for everything from creating stationary, flyers and posters to professional magazines, online interactive digital publications and e-books.

Adobe has made a real effort to simplify InDesign over the years streamlining the interface and giving it a more familiar Microsoft Office style ribbon and toolbox.

In recent releases, it’s also added the ability to preview documents in macOS Finder without having to even open InDesign. You can also now copy and paste assets from Adobe’s graphic design suite Illustrator to InDesign to add killer graphics to your documents.

There are other touches like Auto Styling which automatically suggests layouts and InDesign is also integrated with Adobe’s AI image generator Firefly.

InDesign is also the best program for professional printing on Mac as it uses a smart “PreFlight” system to check documents for issues to make sure they meet the requirements of commercial printing.

You can also check our full review of Adobe InDesign for a more in-depth look.

Pricing: $22.99/m or 60% off with Creative Cloud Educational Discount. Free Trial .

  • Industry standard app for desktop publishing
  • Incredibly powerful at creating layouts
  • Thousands of professional templates
  • Creates amazing offline and interactive online publications
  • Mac desktop app and can be used offline and online
  • Uses Adobe Firefly AI art generator
  • Works natively on Apple Silicon Macs
  • PreFlight system for professional printing
  • Limited PDF editing options
  • Subscription pricing

swift publisher for mac desktop publishing

If you want something a bit simpler (and cheaper) than professional software for desktop publishing then Swift Publisher is a user-friendly option that’s suitable for beginners to DTP.

Swift Publisher feels a bit like Microsoft Publisher (which isn’t available for Mac) and has an Office style interface that will be familiar to most.

It also includes many professional features you get in pricier alternatives such as Master pages, guide lines, grid layers and tables that you’d normally only expect in more professional options.

There are even advanced touches like the possibility to define bleeds and configure the correct DPI for print publishing.

There are around 500 templates for producing booklets, bulletins, flyers or brochures and you can easily rearrange elements within them such as images, tables and text.

Swift Publisher also features over 40,000 clip art images and 100 fonts although these require purchasing additionally.

If you want an easy to use one-time purchase DTP software without a steep learning curve, Swift Publisher is excellent value.

You can read our full Swift Publisher review for more.

Pricing: Starting from $19.99 .

  • One time purchase
  • Easy to learn for beginners
  • Similar Office style interface to Microsoft Publisher
  • Impressive professional level DTP layout tools
  • Over 500 templates
  • Native Intel and Apple Silicon Mac desktop app
  • Lacks professional image editing tools
  • No stock photography or video integration

pages for mac desktop publishing

Apple Pages is a word processing and page layout software that’s included for free in macOS and the closest thing you’ll find to an Apple desktop publishing app.

Pages is included for free with any new Mac (just search for “Pages” in spotlight) and is also available for free from the Mac App Store. Even Windows PC users can use Pages for free with an iCloud account.

Although Pages is more commonly used for word processing, it is also capable of desktop publishing with lots of templates for magazines, posters, flyers and other publications.

It’s particularly popular with amateur authors and self publishers as you can publish directly from Pages into Apple Books.

There are lots of professional looking templates and layouts and you can create some really professional results using Pages.

You can also import Microsoft Word documents in .docx format into Apple Pages for inserting into any template.

Working-out how to format things, insert tables and move elements around the page is not very intuitive if you’re used to MS Publisher but only until you’re familiar with the Apple way of doing things.

You can read our full review of Apple Pages for more.

Pricing: Free

  • Made by Apple and free to use
  • Suitable for both word processing and layout design
  • Easy to use (when you get used to it)
  • Lots of templates
  • Not suitable for professional desktop publishing
  • Focused more on word processing than DTP
  • No MS Publisher import support

affinity publisher for mac desktop publishing

Affinity Publisher is an incredibly good desktop publishing application for making magazines, promotional material, flyers, brochures, newsletters, social media templates and more.

It’s also available as a one-off purchase so there are no subscriptions involved like some of its competitors.

The company also offers its own suite of graphic design software which includes sister apps Affinity Designer for graphic design and Affinity Photo for image editing.

Affinity Publisher features professional tools like Pantone support, end-to-end CMYK and ICC Color management making it suitable for professional desktop publishing and printing.

Along with the rest of the Affinity Suite you can also use Affinity Publisher on iPad to refine layouts although the iOS app costs extra.

You can also work with other users on Windows PCs as Affinity Publisher works on both Mac and Windows PCs making it easy to collaborate across platforms.

There’s no free trial of Affinity Publisher but it is available as a one-off purchase for $69.99.

Pricing: $69.99

  • Professional level DTP tool
  • Pantone, CMYK and ICC support
  • Excellent iPad app
  • Works on both macOS and Windows
  • Does not support importing major formats like .docx, .txt or .rtf
  • Interface can be quite overwhelming for beginners
  • No free trial

istudio publisher for mac desktop publishing

If you’re looking for a middle ground between a professional and intermediate level desktop publisher, then iStudio Publisher may be for you.

iStudio Publisher is designed specifically for Macs and works exclusively on Mac desktops without any Cloud integration or web apps.

There are plenty of easy to follow video tutorials to get going and a Quick Start Guide to get you up and running within minutes.

Especially for creating brochures and flyers, iStudio Publisher makes it easy to drag and drop images and text boxes which you can then export to PDF or ePUB formats.

You can’t however import and export Microsoft Word DOC files into iStudio Publisher but you can insert text from Word files in RTF, TXT and PDF formats.

iStudio Publisher also surprises with professional features like the ability to work in different color spaces such as RGB and CMYK. This is essential if you want to get your documents professionally printed.

If you want a value for money user-friendly desktop publisher with a few pro features, iStudio Publisher is a good one-off purchase options.

Pricing: $17.99

  • Easy to use
  • Supports RGB and CMYK color spaces
  • One-off purchase
  • No third party app integration
  • Doesn’t import Word DOCX files

quarkxpress for mac 2024

Despite not being as widely used as it once was, QuarkXPress is still one of the most powerful desktop publishers available to Mac users.

20 years ago, QuarkXPress was the industry standard for DTP but has since suffered from a lack of development and competition from Adobe’s InDesign.

The latest version of QuarkXPress 2024 has come a long way though and if you’re looking for a professional alternative to InDesign without a monthly subscription, it might be for you.

QuarkXPress can even do a few things that InDesign can’t too such as convert PDF and AI files for editing, vertical kerning, gradients with different opacity settings and custom optical margin alignment.

You can even import InDesign files into QuarkExpress as the company attempt to lure users back from its big competitor.

Another big selling point is that Quark 2024 doesn’t require a subscription although its a hefty $699 one-off payment for a perpetual license

If that’s too much to pay up-front, its also available on subscription for $28.99 per month or $299 per year.

Pricing: Starts at $699 perpetual license or $28.99/month

  • One of the most established DTP programs for Mac
  • Powerful industry standard tools
  • Suitable for professional publishing
  • Subscription or one time purchase options
  • Imports Adobe InDesign files
  • Steep learning curve

VivaDesigner for Mac

Looking for a free alternative to InDesign for Mac? VivaDesigner is a professional level desktop publishing and typesetting software that often goes under the radar in desktop publishing.

Remarkably, VivaDesigner is available in Free, Personal ($139) and Commercial ($399) editions and can be used in both a Mac desktop app and web app.

The free version is very limited in features but can be used for basic desktop publishing both on your desktop and online. The app has been also available in other languages including German, French, Italian and Spanish.

One of the biggest appeals of the app is that VivaDesigner can convert and open Adobe InDesign files so that you can edit them in it for free.

The software is a good option for those working in teams as it allows several users to work on one document simultaneously but features Distributed Publishing controls to restrict privileges.

VivaDesigner offers a whole host of other professional features inlcuding Glyph palette, multilingual text editing and translation, style sheet visualization and optional Publishing Servers.

Most recently it has added AI features for auto formatting, cropping and translations of images.

Pricing: Free /Paid version starts at $139

  • Free version available
  • Impressive range of tools
  • Works online and as a desktop app for Macs
  • Team collaboration tools
  • Difficult to learn
  • Not much support or tutorials

marq on mac

If you want something Cloud based and easy to use then Marq (formerly known as Lucidpress), is a “brand templating platform” which allows you to design layouts without downloading anything on your Mac.

Marq is about as easy as it gets in DTP and features templates for digital publications including magazines, newsletters, posters, flyers, reports, digital magazines and more.

Marq drag and drop elements, import text from various sources, add tables, buttons and insert interactive media such as YouTube videos.

There’s a generous range of professional looking templates ranging from posters and invitations to gift certificates and business cards. The Professional version of Marq optimizes these for high quality 300dpi printing too.

Marq can even import Adobe InDesign files although you may find the formatting isn’t very well preserved in complex layouts.

The basic single user version of Marq is completely free to use but is limited to 3 documents and 3 pages so it’s not suitable for serious desktop publishing.

To remove these limits and get other benefits such as print quality PDFs, document embedding and premium templates, the Professional Plans starts at $10 per month.

You can check out out full  Marq Review for more.

Pricing: Free for 3 documents/Plans start at $10 per month

  • Works on all platforms including Mac online
  • Very easy to use
  • Excellent for brand building
  • Basic for complex layouts
  • No Mac desktop app
  • InDesign import tool doesn’t work well

canva for mac

If you want a desktop publishing platforms that supports multiple users and lots of multimedia, then Canva may be your best option.

Canva is designed for brand building via newsletters, print and digital publications among many other channels.

It has an entire ecosystem of assets including access to over 100 million stock photo, video, audio and graphic resources to enrich your publications.

This includes access to Canva AI which can produce pretty much any image or idea that you throw at it in seconds. It can even write text for you by using the Canva Magic Write tool.

Canva features Branding Kits which make sure that anyone that uses Canva in your team applies the same uniform branding across anything they design or publish in Canva.

The entire publishing process is also controlled with Approval Workflows so that nothing gets published until its been given the go-ahead by Editors first.

There’s also a free version of Canva with limited access to templates and editing tools

Pricing: Free /Plans start at $12.95 per month

scribus desktop publishing software

Finally, if you want a completely free and open source desktop publisher on your Mac then the closest thing you’ll find is Scribus.

Scribus is more of a free word processor than a DTP tool, but it can be used for very basic layouts including books, magazines, brochures, newsletters and posters.

Under the hood, there’s a surprising amount of power in Scribus too with support for color separations, CMYK and spot colors and ICC color management.

You can’t import or export many file formats from Scribus and since its open source, there’s very little support or tutorials to help you with it. You can however export layouts in PDF format.

The latest development version of Scribus works on 64 bit versions of macOS including Sonoma but it can be unstable and crash randomly.

There’s also no native Apple Silicon Mac version either although it works on M-chip Macs thanks to Rosetta in macOS.

You can check out our full review of Scribus for more.

  • Free open source desktop publisher
  • Surprisingly powerful layout tools
  • Great for free book publishing on a Mac
  • Not suitable for professional publishing
  • No native Apple Silicon version (but still works on M-chip Macs)
  • Only development version works on latest versions of macOS

very helpful – thank you

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Best Project Management Software (2024 Rankings)

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Kara is an editor from North Carolina with experience in business technology and services topics as well as health. She is dedicated to delivering clear and captivating content to readers who want to make well-informed choices. Throughout her career, Kara has collaborated with and advised many small businesses in diverse marketing roles. Such experiences offer her a distinct viewpoint on how appropriate technology and services can drive growth for entrepreneurs. Kara’s writing has appeared on,, and

Teams of all sizes and industries use project management software to stay organized and keep teams on track toward deadlines. Whether you’re working remotely on digital product launches or tackling on-site construction projects, project management apps can help keep your team on the same page. But with so many different tools on the market, it’s key to know which option is the best project management software for you. Logo

Top Project Management Software

Compare today’s top project management tools, chosen for their features, ease of use, customer satisfaction and support options. 

  • Best Overall: ClickUp
  • Best Customer Support : Smartsheet
  • Most All-Inclusive:
  • Best for Team Collaboration : Asana
  • Best for Integrations: Jira
  • Most Intuitive: Notion
  • Best for Workload Management:
  • Best for Spreadsheet Based Projects: Airtable 
  • Best for Strategic Planning: Wrike
  • Best for Real-Time Activity: Basecamp
  • Best for Construction Projects: Buildertrend
  • Best for Sales Teams: Pipedrive
  • Best for Simplicity: Trello  

ClickUp: Best Overall 

ClickUp earns the title of Best Overall for its robust project management tools and team collaboration extras, like whiteboarding and in-app chat features. Its user-friendly interface offers multiple board views, including Kanban boards, tables, calendars, Gantt charts and lists. Teams can visualize work in any way they prefer, with cards being organized into different board views within one workspace. ClickUp allows users to view all tasks in multiple project views, even in their forever-free version, making it a cost-effective software option for project management. 

ClickUp’s collaboration features also set it apart. Teams can use docs, collaborate on digital whiteboards and chat back and forth, all within the ClickUp platform. This means that a lot of day-to-day collaboration can happen right alongside your team’s project boards. ClickUp’s features are great for remote teams that want to plan projects and collaborate virtually in real time. 

ClickUp offers many helpful features, but it may take some time for new users to adjust to implementing it in their daily workflow. ClickUp offers an intuitive interface, but the sheer number of functions within the platform may have a slight learning curve. ClickUp’s lowest-tier paid plan, Unlimited, is priced at $7 per user per month, billed annually. 

ClickUp Pros and Cons

ClickUp is a top choice for project management software, but it’s key to consider what features matter most for your team.


  • Team collaboration tools like whiteboards and chat
  • Multiple project board views, including Kanban boards and Gantt charts 
  • Great forever-free software
  • Customer support is limited to a live chatbot and help center
  • May be a learning curve for new users

Smartsheet: Best Customer Support 

Smartsheet’s robust customer support options earn it the title of Best Customer Support. In addition to its helpful project management features, Smartsheet offers 24/7 online web support for all plans, with the Smartsheet Community forums available to all users as well. 

Smartsheet isn’t just limited to project management functions and includes team collaboration features like an in-app chat and calendar. Teams can also add custom branding and email domains through Smartsheet so that you can send automated emails right from the platform. 

Teams can use Smartsheet to create spreadsheet-style project views and other board types like a Kanban or timeline. Teams that currently use spreadsheets for project management may find Smartsheet to be a massive upgrade, though there may be a learning curve for teams that are unfamiliar with using spreadsheets for project management. 

Smartsheet offers a free plan for individual users and paid plan options for teams of all sizes. The forever-free plan has much to offer, but it’s limited to one user. The starter plan is priced at $7 per user per month, billed annually.

Smartsheet Pros and Cons

Smartsheet has a lot to offer beyond just their customer service, but there are many factors to keep in mind when deciding on project management software.  

  • Ideal for spreadsheet view customizations 
  • In-app chat and team collaboration tools
  • Custom branding and domains
  • Learning curve for teams unfamiliar with spreadsheet software
  • Free plan is limited to one user Most All-Inclusive’s “monday work management” plans include many helpful project management features designed to fit how your team works. Project management features are just one of monday’s offerings in their work management suite. 

Monday’s project management highlights include a variety of project board view options, including Gantt charts and Kanban boards. Their workflows are made of intuitive building blocks that you can customize as you work, which makes for added flexibility. Teams that are trying out different workflows or those that may need to rethink their process on short notice will find’s customizable features helpful. 

The monday work management free plan is limited to two seats, while larger teams can take advantage of their paid plans, which include the ability to create dashboards for key insights and prioritized customer support. The starter plan starts at $9 per seat per month with annual billing, meaning it may not be as cost-effective for larger teams. Teams can reach out to customer support via phone and live chat. Pros and Cons

Monday work management offers a ton of useful project management tools within its work management suite, but the plan you choose will determine how it stacks up against alternatives. 

  • Flexible project management workflows
  • Extra work management features for CRM and sales
  • Customer support is available via phone
  • Free plan is limited to two seats 
  • Pricing may be higher than other competitors 

Asana: Best for Team Collaboration

Asana is a great option for teams that need a fully customizable Kanban board, complete with automated rules, timeline views and task dependencies. While known for its Kanban board functionality, Asana also offers a to-do list, calendar and multiple other views to help teams visualize projects. Tasks templates are fully customizable with options for custom fields and tags. 

Asana is ideal for businesses with multiple teams that collaborate cross-functionally, earning it the title of Best for Team Collaboration. Users can create boards for different teams or functions, move task cards between those different boards and create dependencies between different teams. It’s also easy to include docs and files in Asana tasks and integrate the work software you already use. 

Asana offers customer service via live chat, but they don’t have a customer support phone number. They do have a robust help center and offer live tutorials and trainings every week. 

Asana’s free plan is available for up to 10 team members, while there are two paid plan options meant for small and medium-sized businesses. The Starter plan is priced at $10.99 per user per month, billed annually. Asana also offers custom pricing for enterprise-level users. A paid plan will be required if you want to access features like automations or specific board views like timelines and Gantt charts. 

Asana Pros and Cons

Asana is a great choice for team collaboration features, but it’s worth considering your team’s specific needs when comparing it to other software. 

  • Great for multiple team boards 
  • Customizable Kanban board, to-do list views and more 
  • Extensive help center and live training webinars
  • Automations only in paid plans 
  • No customer support via phone

Jira: Best for Integrations

Jira is an Atlassian software with features that are great for all industries, but it has a specific emphasis on software development teams. Jira makes it easy for teams to maintain backlogs and get quick overviews of task statuses at any stage of a project. This makes Jira boards easy to use in standup meetings for both waterfall and agile project approaches. 

Atlassian offers its own marketplace of over 3,000 software apps that integrate easily with Jira, earning it the title of Best for Integrations. This allows for tons of customization and makes it easy to add Jira to the apps you’re already using in your team’s workflow. This is especially useful for teams that work cross-functionally or want to add specific features to their Jira project boards. 

Jira is presented as being specifically designed for agile teams, and though it offers a simple user interface, there may be a learning curve for new users. Jira offers a free plan for up to 10 users with limited features and several paid plan options that include full functionality, prioritized support and AI tools, depending on the plan you choose. The Standard plan starts at $8.15 per user per month, estimated for 50 users. 

Jira Pros and Cons

Consider the top features you’re looking for when evaluating project management software. In this case, Jira has a lot to offer for agile teams, but its free version is limited. 

  • Great for software development teams
  • Simple but customizable user interface for Kanban boards 
  • Free plan is limited to 10 users
  • Learning curve for the user interface

Notion: Most Intuitive

Notion offers super customizable boards, called teamspaces, which can be set up for project management. Notion’s user interface is so simple to navigate that it earns the title of Most Intuitive, but setting Notion up as a project management solution does require some time and effort. Luckily, Notion offers a ton of project management templates to help teams find what they’re looking for and customize boards to their needs. 

Specifically for project management, Notion allows for Kanban board views, timeline views, lists and more. You can create dashboards to keep everything your team needs in one place. Teams that want to use automations with project boards should note that custom automations are only included in Notion’s paid plans. The Notion Plus plan starts at $8 per user per month when billed annually.

Notion Pros and Cons

Notion offers endless customization options, but it may require a little more setup than other project management tools. Consider how important it is for your team to be able to configure a custom project board and automate routine tasks. 

  • Super customizable boards and workflows
  • Excellent free version for freelancers or small teams
  • Versatile shared docs 
  • Setting up custom boards takes some effort
  • Full automation functionality is only included in paid plans Best for Workforce Management is a team collaboration platform with many helpful project management templates. With helpful project planning features like task lists and budget templates, Teamwork easily earns the title of Best for Workforce Management. Teams can track time, plan capacity and run projects all within the same platform. 

Teamwork’s project boards offer lists, Kanban boards, Gantt charts and tables to help teams customize how they visualize project work. For teams that need to be conscious of time tracking and billable hours, Teamwork is uniquely set up to help keep your project under budget. Team members can log time for specific tasks, and hours can be designated as billable directly within the platform. 

Teamwork’s free plan is available for up to five users, but they offer three different paid plan options. For certain plans, project board features like custom fields or templates may be limited. The Starter plan has a three-user minimum and starts at $5.99 per user per month, billed annually. Pros and Cons is great for all things workforce management, but look out for the specific project features you’ll need. 

  • Free time tracking for tasks and projects
  • Workload capacity planning
  • Variety of project board views
  • Free plan is limited to five users
  • Customization features for project boards not included in all plans

Airtable: Best for Spreadsheet-Based Projects 

Airtable offers advanced spreadsheet software that’s ideal for project management and earns it the title of Best for Spreadsheet-Based Projects. If your team is looking to upgrade from a basic spreadsheet when tracking tasks and due dates, Airtable is worth considering. 

Teams can create projects, group tasks together, assign tasks to team members and get insights about project progress. It’s designed with sprints in mind and makes sense for agile teams or cross-functional teams looking to stay on the same page. 

Airtable provides many templates that teams can use to set up specific projects, designed for anything from project planning to resource allocation. The software has an intuitive interface, but it may involve a bit of a learning curve, especially for users who aren’t as familiar with spreadsheet software for project management. 

Airtable offers a free plan for up to five users, with paid plans starting at $20 per seat per month, putting them at the pricier end of the project management spectrum. 

Airtable Pros and Cons

Depending on your team’s needs, Airtable could be an excellent project management tool. Consider the pros and cons based on what’s most important to your business. 

  • Variety of templates for project management
  • User-friendly spreadsheet interface 
  • Great for agile teams working in sprints
  • Potential learning curve for new users
  • Paid plans may be pricey for larger teams  

Wrike: Best for Strategic Planning

Wrike’s workflow management features and project planning templates for scheduling make it ideal for agile teams and an easy choice for the title of Best for Strategic Planning. Wrike is designed for more than simple project boards and can help teams with many aspects of workforce management, like resource allocation. Teams can templatize projects and automate workflows to keep their process consistent every time. Multiple project board views are available, including Kanban boards and Gantt charts, and teams can create custom dashboards for helpful insights and analytics. 

Teams that have projects involving complex budgets, a variety of due dates and a large team of contributors may find that Wrike can help streamline everything into one easy-to-use platform. 

While Wrike includes a ton of useful features for project management, it does require some set-up in order to customize a project from templates and include the functionality you need. However, Wrike does offer over 400 integrations, making it easy to include with your current workflow. 

Wrike offers a free plan that allows for unlimited users, but teams will need to choose a paid plan to unlock full functionality for features like work schedules, Gantt charts or custom fields. Wrike’s Team plan starts at $9.80 per user per month, billed monthly.  

Wrike Pros and Cons

Wrike is a great choice for project management, but it may work better for some teams than others. Consider what you need out of your project management software and which plan you might need to choose to get your ideal features. 

  • Robust workforce management tools for project planning
  • Great project templates for agile teams
  • Unlimited users allowed on the free plan 
  • Paid plans are required to access some key features 
  • May take some effort to configure project boards 

Basecamp: Best for Real-Time Activity 

Basecamp is an all-in-one tool for project management that combines project boards with communication features like message boards and group chats in addition to a real-time activity log. This makes it easy to stay up to the minute on what your team is working on. 

Basecamp’s communication features and activity log set it apart and earn it the title of Best for Real-Time Activity. Each project includes a separate timeline of all activity on a project, so you can see who’s working on which tasks and track team progress at a glance. There’s a separate group chat and message board for every project as well, so teams can easily stay connected and keep communication organized. However, teams who are interested in automations for project boards will likely need to rely on integrations, as Basecamp doesn’t offer much functionality for creating rules with project boards. 

Basecamp is a great option for teams that juggle multiple projects at once and want to be able to stay connected all within one app. Basecamp does not offer a free plan, but it does offer both a pay-per-user monthly plan and a flat rate option with unlimited users, which could be worth checking out for larger teams. The starter plan is priced at $15 per month per user when billed monthly. 

Basecamp Pros and Cons

Basecamp combines real-time team communication tools with easy-to-use project management boards, but consider its pricing options and features to get a sense of how it stacks up against competitors. 

  • Real-time activity timeline
  • In-app group chats and message boards
  • Flat monthly pricing option 
  • Not many advanced features for project boards 
  • No free version 
  • No in-app automations

Buildertrend: Best for Construction Projects

Buildertrend offers project management software designed specifically for construction pros and contractors. Teams can use Buildertrend to schedule projects, create daily logs, share documents with key information and track time. It’s also possible to communicate with clients and process change orders through the Buildertrend platform. 

Buildertrend can help teams create more accurate timelines and estimates for construction projects and improve communication between team members, leads and clients. While other project management tools are designed for office or remote work, Buildertrend’s features were made with job sites in mind. Teams can clock in and out with the geofenced mobile time clock, and Buildertrend can easily sync with HR and payroll software. 

Buildertrend does not offer a free plan, though all plans include unlimited projects and users as well as integrations. Buildertrend’s features are great for the construction industry, but they do come with a higher price tag. Buildertrend’s Essential plan starts at $199 per month for the first month and then goes up to $499 per month if a team opts for monthly billing. As there’s no per-user pricing, this may not be cost-effective for small businesses without a large number of employees. 

Buildertrend Pros and Cons

Buildertrend offers advanced features for contractors and construction workers, but its flat monthly fee may not make sense for some small businesses. 

  • Project planning designed specifically for construction
  • Easy-to-use mobile time clock included
  • No free plan 
  • Flat monthly pricing may not work for all teams

Pipedrive: Best for Sales Teams  

Pipedrive was designed for sales teams that want to get organized and visualize progress on leads and deals as they happen. As a dedicated customer relationship management (CRM) software, Pipedrive earns the title of Best for Sales Teams. The intuitive interface makes it easy for teams to navigate, even if your business has never used CRM software before. 

With Pipedrive, you can visualize where deals or clients stand within the closing process (or any process) with customizable Kanban boards, timelines and other views. This also gives you insights and analytics regarding team performance and success. Pipedrive also allows teams to automate customer communication, like email follow-ups, so you can save time and focus more on strategy. 

While there’s no free Pipedrive plan, there are five different plans for teams to choose from, and all include 24/7 support. However, the Pipedrive Essential plan starts at $21.90 per user per month (when billed monthly), putting it on the pricier end of project management solutions. Larger teams may find that while it’s ideal for sales teams, it may not be cost-effective. 

Pipedrive Pros and Cons

Pipedrive does not offer a free plan, but it offers powerful features designed just for sales teams. Consider your team’s budget for project management solutions to see if Pipedrive makes sense.  

  • Explicitly designed for CRM and sales teams
  • Easy-to-use project boards 
  • Automated customer communication
  • Pricy compared to other project management solutions 

Trello: Best for Simplicity

Trello is an Atlassian software that’s considered the more “visual” cousin to Jira, allowing teams to set up easy-to-scan project boards with drag-and-drop functionality. Its simple interface earns it the title of Best for Simplicity and makes it a great choice for teams that want an easily implemented project management solution. 

Trello’s main board view is the Kanban board, but it does offer other ways to visualize card-based tasks. Teams can customize their boards with different backgrounds and styles and integrate Trello with a wide variety of other software options. 

While Trello is great for teams that need a simple solution, it may not be ideal for teams that are juggling multiple complex projects. Teams must also upgrade to a higher tier of their paid plans to access Trello’s full functionality, like all board views. The free plan is limited in terms of how teams can visualize tasks, but it does allow for unlimited users.

However, Trello is a great choice for small teams that want to keep things simple without spending too much on a project management solution. Trello’s Standard plan starts at $5 per user per month, billed annually. 

Trello Pros and Cons

Trello offers a simple way to organize tasks with an easy project view, but check to see if it has all the functionality your team needs. 

  • Simple user interface 
  • Great for easy drag-and-drop Kanban boards
  • Variety of different project views 
  • Not ideal for more complex project views
  • Limited free and Standard plans
  • Single sign-on (SSO) is priced separately


Choosing the appropriate project management software is critical for business owners and project managers as it directly impacts efficiency, collaboration and success. The right tool streamlines tasks, enhances communication, tracks progress and ensures timely delivery, maximizing productivity and profitability while minimizing errors and delays in project execution.

Read our full methodology here.

What Is Project Management Software?

Project management software is designed to help teams organize collaborative projects and usually involves shared project boards or lists where tasks can be assigned to different team members. This allows project managers and team leaders to visualize the work being done and see how the team is tracking toward due dates. 

How Much Does Project Management Software Cost?

Project management software can have a variety of different pricing models, but you’ll commonly see per-user pricing for paid plans, sometimes with a free or “freemium” version. This means teams will have access to a limited free version of the software, with full functionality being available in paid plans. Many project management software companies will usually offer discounts for annual billing and may provide discounts for nonprofits, startups and education. Industry-specific software for construction and home improvement businesses may have higher pricing.

For example, project management software will typically cost anywhere from $5 to $15 per user per month when billed annually. Construction management software can cost anywhere from $49 to $499 a month when billed annually and may only be limited to one user. 

Types of Project Management Software

Project management software can typically be sorted into three major categories depending on what they were designed for and the features they offer. 

Traditional Project Management Software

Traditional project management software is designed to help team leaders plan for capacity and keep up with due dates and deadlines for each step of the project. They often include functionality for Gantt charts or timeline views so teams can get a sense of overlapping tasks and task dependencies to stay on track.

Smartsheet and monday work management both offer great features for traditional project management, with advanced timeline views and customizations for task dependencies. However, they aren’t limited to just traditional projects, as most software offerings now include a variety of features for traditional and agile workflows. 

Agile Project Management Software

Many software options are created with agile approaches in mind. Agile is all about breaking up larger projects into individual tasks, moving them through the project workflow and constantly evaluating the process. Typically, software designed for agile work will include Kanban board functionality and the ability to visualize the multiple due dates and tasks within a particular sprint. 

Software like Jira, Airtable and Wrike are easily used in scrum meetings or daily stand-ups to get the team aligned. Jira and Airtable are especially helpful for creating task backlogs that a project manager or scrum master can easily manage. 

Visual Collaboration Software

Visual collaboration software is designed to help teams work within a shared digital space so they can visualize different workflows through shared docs or whiteboards. 

Software like ClickUp and Notion are examples of project management tools that prioritize visual collaboration and brainstorming. ClickUp’s whiteboard features make it easy for teams to create roadmaps together, separate from the actual project board views. Notion’s customizable templates and docs make it easy for teams to share ideas and visualize different projects. 

Project managers can use the collaborative space to gather ideas and updates from the team, particularly in the case of remote team meetings, and then build out the project boards that the teams need to stay on track. 

How To Choose the Best Project Management Software

When comparing project management tools, consider your business needs and which features are most important to you and your team. What are you trying to solve by implementing a new software for project management? Those pain points can be a great place to start when identifying which features are must-haves for your team. 

Identifying Workflows 

The project management software you choose will depend on what you need but also the makeup of your team and your industry. There are software options specific to sales teams and some designed just for the construction industry. Many tools are also priced per user, meaning the larger your team, the higher the price tag. 

It’s also key to consider how software supports different work styles, like on-site, remote or agile workflows. All of these factors will need to be top of mind when choosing the best project management software for your business. 

Most project management tools will offer a variety of features, but the key functionality to watch out for includes: 

  • Multiple board views for project boards (Kanban board, list view, timeline, etc.)
  • Customizable task cards with subtasks, assignees and dependencies
  • Automations 
  • Notifications and communication features (Comments, message boards, chats)
  • Reporting and analytics functionality
  • Integrations with other work software you already use, like Slack, Zapier, Google Workspace or Microsoft Teams 

Ease of Use

Take advantage of demos and free trials to get a feel for the different user interfaces offered by project management tools. Some may be intuitive but have more straightforward offerings. Others may have more of a learning curve but allow for more customization. 

Also, consider if your team uses Windows or Mac operating systems and if you’ll want to access software via a desktop app or an Android or iOS mobile app. Don’t forget to test out the functionality of those mobile apps as you’re narrowing down your list. 

Reporting and Analytics

Not every project management software will offer in-depth reporting capabilities. Depending on the software you choose, this may mean having to integrate with another tool for the reports and analytics you’re looking for. Be sure to see if there are any built-in reporting features included with the project management software you’re considering. 

Customer Service and Support

Most project management software will offer help centers or user forums, but many do not have a customer support phone number. Many will only allow customers to reach out via live chat or email. If customer support via phone is important to your team, this is something to look out for when comparing your options. 

AI and Automation

More and more project management software options are implementing AI functionality to help teams work smarter. Most AI tools will be included in paid versions of these different software options and are designed to help automate certain tasks, like ClickUp’s Butler or Asana Intelligence. Keep in mind that a project management tool will often still allow for automated rules and integrations even if they don’t have AI features. 

The Bottom Line

Finding the best project management tool for your business can make life easier for your entire team, allowing you to track projects, understand performance against your key metrics and help with overall resource management. Managing projects and hitting milestones requires a streamlined approach, so it’s best to weigh your options before committing. The best project management software for your team will depend on your unique business goals. 

With so many tools offering free plans and free trials, it’s easy to test out your options. While many different software offerings include similar features, most will have added workforce management functionality or extras, depending on the plan you choose.

Narrow down your list to three or more tools to make sure you’re checking out all your options. Consider how many seats you’ll need, what you’re willing to spend and what you’re trying to solve by implementing a project management software to find the best choice for your business. 

Compare software based on features and also on ease of use. Your team’s comfort level with other work apps and software can be a good indicator of how complex a project management software can be before it becomes too overwhelming to be helpful. Make the most of free demos and trials of the top software on your list and get input from key stakeholders, particularly from the team members who will be using the software every day. 

Frequently Asked Questions About Project Management Software

What are the main differences between project management software and task management apps.

The main difference is that project management software is designed to handle large-scale projects comprising many tasks. Task management apps are designed to keep track of multiple small tasks without the full functionality needed to manage everything simultaneously, more like a to-do list. 

Do you need specialized project management software for marketing or product development teams?

Marketing and product teams can benefit from using project management software to keep track of files and assets, keep up with approvals processes, manage deadlines and due dates and keep team communication in one place. 

Even if a tool is not specialized for marketing or product teams, many project management tools offer templates or resources for businesses to customize the platform to whatever works best for them. Look out for software options that offer templates or pre-made workflows designed for your team’s function. 

Which project management tool has the steepest learning curve?

Depending on your team’s familiarity with work software, project management tools that offer more customization for complex projects may have a steeper learning curve. There are many project management tools that offer simpler interfacers that are easier to pick up, but they don’t allow for the same level of complexity or personalization. Ultimately, this will depend on what you need from the software and what your team is accustomed to. 

How do prices compare between popular project management software options?

Many project management software companies offer a free version of their tools. For starter plans, costs will typically run anywhere from $5 to $20 per user per month when billed annually. For example, Trello’s least expensive paid plan is $5 per user per month, while Airtable’s is $20 per user per month. Industry-specific software will typically be more expensive but offer more specialized features. 

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More From Forbes

Forget the new macbook pro, apple has something better.

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Updated April 14: article originally posted April 13.

Apple's latest MacBook Pro models may be the most advanced macOS laptops yet, but with 2024’s digital revolution set for the summer, they look set to be replaced before the end of the year.

Chinese customers look at the new MacBook Pro (Photo by Feng Li/Getty Images)

Apple reporter Mark Gurman reports on plans to overhaul the MacBook portfolio. Writing for Bloomberg, he notes that Apple is ready to start production of the Apple Silicon M4 chipset for macOS and the MacBook Pro family.

Although Apple updated the MacBook Pro with M3 technology late October 2023, and the MacBook Air in March 2024, the M3 platform is lacking in one vital area… Artificial Intelligence. The current flagship ARM chipsets for smartphones developed by the likes of Qualcomm, Samsung and MediaTek all ship with dedicated hardware to support the use of LLM and Generative AI, and Qualcomm is presenting the Snapdragon X Elite, an ARM-based chipset for Windows laptops and desktops that should offer the same performance and power benefits as the Apple Silicon driving macOS hardware.

Several Windows manufacturers are expected to release laptops using Qualcomm's X Elite chipset, with Microsoft's new Surface hardware expected to launch exclusively with the ARM-based chipset.

Beyond the usual predictable increases thanks to Moore's Law, AI-focused hardware will be the key improvement in the M4 family, so much so that Apple is expected to upgrade its various MacBook Pro laptops as quickly as possible.

Gurman lists a low-end 14-inch MacBook Pro and high-end 14—and 16-inch MacBook Pros for a winter launch, alongside the desk-bound iMac and macMini. Of note is the lack of a MacBook Air. With the Pro laptops demanding the latest silicon for the M4 chipsets and a number of iPhone 16 models also expected to debut new AI-infused Apple Silicon, it may be that the available supply cannot meet demand if the Air is included in the mix.

Samsung Issues Critical Update For Millions Of Galaxy Users

Ufc 300 results bonus winners after historic event, netflix s best new show arrives with a perfect 100 critic score.

MacBook Air laptops are displayed during WWDC22 (Photo by Justin Sullivan/Getty Images)

Update: Sunday April 14: Writing for Bloomberg’s Power On newsletter , Mark Gurmn not only confirms Apple’s plans for the M4 MacBook Pro laptops but also offers up a timeframe for the MacBook Airs to be updated and pick up an M4 variant.

Apple will keep the M3 MacBook Air as the leading consumer-focused laptop for another eleven months, with an update “around spring 2025” for the 13-inch and 15-inch models with the base M4 chipset. The MacBook Pro updated pegged as the end of 2024 for the low-end Pro laptop and “end of 2024 and early in 2025” for the premium models.

Gurman also notes that Apple will turnover the entire Mac range to M4 as soon as possible. While this is de rigeur for the iPhone and its Axx chipset, the Mac world has seemingly seen some models skipping generation on a whim. That's not going to be the case for M4, and if it really is about offering AI capabilities at every price point, I can see why Apple is running this process as quickly as possible.

Mac sales fell by 27 percent in the previous financial year, and revenue in the crucial fourth quarter of 2023 was flat. Apple will be hoping that the focus on AI will tempt consumers to both join the macOS platform and upgrade from existing hardware.

June's Worldwide Developer Conference will see Apple present its vision of AI on its mobile platforms, including MacOS. With the Windows ecosystem set to break out its own AI system and an upgraded ARM experience, it makes sense to hold off on any major purchases to compare the approach of Apple and Microsoft and how much better they are over the current standards.

Now read more about the challenge set by Microsoft and ARM on Windows that will face Apple this summer...

Ewan Spence

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