Operations
Business Plan
Draft the plan investors and lenders actually ask for.
Business Plan produces the full written document: executive summary, company description, market analysis, budget, financial projections, funding requirements and marketing strategies. Plans are reviewed collaboratively, tracked by stage across grid, Kanban and tree views, and printed in a format that stands up in front of a lender. It builds on the Planning add-on.
Inside Business Plan
What you get when you switch it on.
Executive summary
The opening section a reader judges the rest by — the short account of what the business does and what it is asking for.
Company description
Set out what the business is, how it operates and where it sits, so the plan carries the context the financial sections depend on.
Market analysis
Record the market the plan is built on — the section that turns projections from assertions into something a lender can follow.
Budget and financial projections
Build the budget and the projections that follow from it, kept in the same document as the assumptions behind them.
Funding requirements
State what is being asked for and what it is for, in the place investors and lenders expect to find it.
Marketing strategies
Document how the business intends to reach the market it has just described, alongside the numbers that depend on it.
Grid, Kanban and tree views
See plans as a structured grid, as a Kanban board by current stage, or as a tree organised by the challenge they were raised against.
Print-ready output
Produce the plan in a print-ready format, so what goes to an investor is the document rather than a screenshot of a dashboard.
Inside the screens
What Business Plan looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Business Plan on for.
01
Raising finance
The plan carries the sections a lender or investor expects, in a print-ready format, rather than being assembled from scratch each time someone asks for it.
02
Reviewing a plan as a team
Collaborative review and stage-based tracking mean a plan moves through drafting and sign-off visibly, instead of circulating as attachments.
03
Breaking down a large initiative
The tree view gives a hierarchical breakdown of complex business initiatives, so a big plan reads as structure rather than length.
Features
Everything in Business Plan.
- Executive summary section
- Company description section
- Market analysis section
- Budget and financial projections
- Funding requirements
- Marketing strategies
- Grid view for structured display
- Kanban view by current stage
- Tree view organised by challenge
- Stage-based progress tracking
- Collaborative review
- Print-ready output for investors and lenders
How add-ons work
Business Plan is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Business Plan costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Business Plan add-on specifically — every add-on runs on the same platform they are describing.
Being able to customize fields and workflows was a big deal for us. Our business does not fit neatly into a standard CRM template, and GBA gave us enough flexibility.
We use the recurring invoice module for retainers and subscriptions. It reduced missed billing almost immediately.
GBA Suites feels less like one huge ERP and more like a collection of business apps that actually talk to each other. That’s exactly what we needed.
Often switched on together
More in Operations
Business Process Mapping
Write down how work actually moves, and see where it stalls.
ViewPlanning
Set the long-term aims, then keep them visible day to day.
ViewBusiness Model
Set out how the business actually makes money, on one structure.
ViewTo Do
The daily list, next to the work it belongs to.
ViewProject Template
Turn a project you have already delivered into the starting point for the next one.
ViewWorkflow Automation
Say what should happen when, and stop doing it by hand.
ViewFAQ
Business Plan questions.
What people ask before switching this one on.
A plan covers the executive summary, company description, market analysis, budget, financial projections, funding requirements and marketing strategies. Those are the sections investors and lenders expect, which is why the output is print-ready rather than screen-only.
Yes. It depends on the Planning add-on, which must be purchased and activated first. Planning supplies the challenges and stages that business plans are organised against, including the tree view that groups plans by the challenge they belong to.
Business Plan produces the long-form written document — summary, market analysis, budget, projections, funding requirements and marketing — aimed at investors and lenders. Business Model is the shorter strategic structure behind it: value propositions, customer segments, revenue streams, cost structure and key partners. One is the document you hand over; the other is the model the document describes.
Yes. Plans support collaborative review and stage-based progress tracking, so drafting and sign-off happen in one place and the current state of a plan is visible on the Kanban board rather than guessed from filenames.
Three. The grid view displays plans in a structured list, the Kanban view groups them by their current stage for a clear visual workflow, and the tree view organises them by selected challenge for a hierarchical breakdown of a complex initiative.
Business Plan is a GetBizApps Suite add-on for drafting a complete business plan with market, operations and financial sections. It covers the executive summary, company description, market analysis, budget, financial projections, funding requirements and marketing strategies, organises plans in grid, Kanban and tree views with stage-based progress tracking and collaborative review, and outputs in print-ready form for investors and lenders. It requires the Planning add-on to be active. It is available at https://getbizapps.com/addons/business-plan.
Business Plan is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Business Plan runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Business Plan on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.