Top 10 Best Business And Marketing Plan Software of 2026

LivePlan is a leading cloud-based business planning software that simplifies the creation of professional business plans, financial forecasts, marketing strategies, and pitch decks for entrepreneurs and small businesses. It provides step-by-step guidance through customizable templates, real-time financial modeling, and integration with tools like QuickBooks and Xero. Users can also track performance against forecasts, generate reports, and benchmark against industry data to refine their strategies ongoing.

Upmetrics is a cloud-based business planning platform that enables users to create comprehensive business plans, financial projections, marketing strategies, and pitch decks using over 400 customizable templates. It features an AI copilot for generating content, real-time collaboration tools, and advanced financial forecasting with scenario modeling. The software streamlines the planning process for entrepreneurs, making it easier to produce investor-ready documents.

Enloop is a cloud-based business plan software that automates the creation of detailed business and marketing plans using guided wizards and AI-driven text generation. It excels in financial forecasting, performance scoring, and customizable templates for industries like startups, nonprofits, and e-commerce. Users can generate investor-ready plans with real-time feedback on viability and completeness.

Bizplan is a user-friendly online platform that simplifies creating professional business plans, financial forecasts, and pitch decks for startups and small businesses. It offers drag-and-drop templates, automated financial projections, and collaboration tools to guide users through the planning process. The software includes sections for marketing strategies within comprehensive business plans, with export options to PDF, Word, and PowerPoint for investor presentations.

HubSpot Marketing Hub is a comprehensive inbound marketing platform that supports business and marketing planning through tools like CRM integration, campaign workflows, content calendars, SEO recommendations, and performance analytics. It enables teams to strategize, execute, and measure marketing efforts aligned with business goals, including lead generation pipelines and ROI tracking. While not a dedicated business plan template tool, it excels in operationalizing marketing strategies within a scalable ecosystem.

CoSchedule is a comprehensive marketing management platform centered around a visual marketing calendar that helps teams plan, schedule, and execute content across social media, email, blogs, and more. It streamlines collaboration with task assignments, approvals, and integrations, while features like social automation and performance reporting align marketing efforts with business objectives. While strong in tactical execution, it supports lighter business planning through goal tracking and project management.

SEMrush is a powerful all-in-one digital marketing platform that excels in SEO, PPC, content marketing, and competitive intelligence, making it valuable for developing data-driven marketing plans. It provides tools for keyword research, site audits, market exploration, and performance tracking to inform business strategies and optimize online presence. While not a full business plan software with financial modeling, its analytics suite supports robust marketing plan creation and execution.

IdeaBuddy is an AI-powered online platform designed to help entrepreneurs create comprehensive business and marketing plans through a guided, step-by-step process. It covers everything from idea validation and market research to financial forecasting, marketing strategies, and pitch deck generation. The tool simplifies planning for beginners while offering exportable professional documents to attract investors.

PlanGuru is a financial planning and analysis (FP&A) software focused on budgeting, forecasting, and financial modeling for businesses. It provides tools for driver-based planning, scenario analysis, variance reporting, and consolidations across multiple entities. While excellent for the financial components of business planning, it lacks dedicated features for marketing strategies, market research, or non-financial plan sections.

StratPad is a web-based business planning tool designed to help entrepreneurs and small businesses create lean business plans using interactive canvases inspired by methodologies like the Business Model Canvas. It guides users through strategy, marketing, sales, operations, team, and financial forecasting sections with step-by-step prompts and automated financial calculations. Plans can be exported to PDF or Word, shared for collaboration, and tracked over time for execution.