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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    LivePlan

    Score8.8 out of 10
    Small Businesses (1-50 employees)
    LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

    $15

    Monthly & Annual billing options available

    Wingman (legacy product)

    Score9 out of 10
    N/AWingman is a legacy Conversation Intelligence product for recording, analyzing, and coaching sales conversations. On June 15, 2022, Clari acquired Wingman as part of its Revenue Collaboration & Governance strategy to incorporate conversation data into the Clari Revenue Platform and reduce dependence on manually entered CRM activity. Following the acquisition, Wingman was integrated and renamed Clari Copilot. It is no longer an individual product available for sale.N/A
    Pricing
    LivePlanWingman (legacy product)
    Editions & Modules
    LivePlan Premium
    Starting at $30/month
    Monthly & Annual billing options available
    LivePlan Standard
    Starting at $15/month
    Monthly & Annual billing options available
    No answers on this topic
    Offerings
    Pricing Offerings
    LivePlanWingman (legacy product)
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsLivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero & QuickBooks All subscriptions come with a 60-day money-back guarantee and access to expert customer support.—
    More Pricing Information
    Community Pulse
    LivePlanWingman (legacy product)
    Considered Both Products
    Palo Alto Software
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    81 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    60 Answers
    Happy with the feature set
    No answers on this topic
    98%
    Happy with the feature set
    79 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    59 Answers
    Implementation went as expected
    No answers on this topic
    98%
    Implementation went as expected
    59 Answers
    Best Alternatives
    LivePlanWingman (legacy product)
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Gong
    Score9.1 out of 10
    Enterprises
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Zoom Revenue Accelerator
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    LivePlanWingman (legacy product)
    Likelihood to Recommend
    9.6
    (6 ratings)
    9.4
    (81 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.6
    (3 ratings)
    Usability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    8.4
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    LivePlanWingman (legacy product)
    Likelihood to Recommend
    Palo Alto Software
    All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.
    Incentivized
    Read full review
    Discontinued Products
    Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls
    Incentivized
    Read full review
    Pros
    Palo Alto Software
    • It makes it easy and simple to plan and budget the business.
    • It allows creating of accurate business forecasts.
    • It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
    • It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.
    Incentivized
    Read full review
    Discontinued Products
    • Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
    • Creating game tapes - so that you can easily onboard new team members.
    • Great support team (love for Sushma).
    • Much cheaper than competitors.
    Incentivized
    Read full review
    Cons
    Palo Alto Software
    • UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
    • The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.
    Incentivized
    Read full review
    Discontinued Products
    • Searching for specific calls (you can scroll through the list, but that takes time)
    • The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
    • The AI-driven insights aren't always accurate but are still very useful nonetheless
    Incentivized
    Read full review
    Likelihood to Renew
    Palo Alto Software
    No answers on this topic
    Discontinued Products
    I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.
    Incentivized
    Read full review
    Usability
    Palo Alto Software
    No answers on this topic
    Discontinued Products
    Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.
    Incentivized
    Read full review
    Support Rating
    Palo Alto Software
    No answers on this topic
    Discontinued Products
    Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.
    Incentivized
    Read full review
    Implementation Rating
    Palo Alto Software
    No answers on this topic
    Discontinued Products
    I wasn't directly involved but no news is good news in our organization for topics like this!
    Incentivized
    Read full review
    Alternatives Considered
    Palo Alto Software
    We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.
    Incentivized
    Read full review
    Discontinued Products
    Gong is expensive but it has a lot better AI/Intelligence feature compared to Wingman. Wingman definitely does the job, is cheap, and also support is pretty amazing and I personally like Shruti a lot in terms of what she is doing in this space. Also, Wingman is in an Indian company.
    Incentivized
    Read full review
    Return on Investment
    Palo Alto Software
    • It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
    • It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
    • It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
    • It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.
    Incentivized
    Read full review
    Discontinued Products
    • Training of new Sales representatives has gone from 1 month to 2 weeks using Wingman as part of the training tools.
    • The transcripts have also helped us to decrease the number of disputes "Lost" on Stripe, by providing evidence needed to win the case.
    Incentivized
    Read full review
    ScreenShots

    LivePlan Screenshots

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