Lead summary
“Client wants to start in September, budget up to 15k, Marta decides.”
Management for SMBs
Everything your company does. In one place.
Clients, proposals, projects, team, email and WhatsApp — connected, speaking the same language. No loose spreadsheets, no “where did that end up?”.
Made in Portugal · GDPR · Data in the EU
Replaces ExcelWhatsAppGoogle SheetsTrelloOutlookPaper with one tool that talks to all the others.
One place
Every module knows what the others are doing
A lead becomes a proposal, the proposal becomes a project, the project fills the team's calendar. Nothing copied from anywhere.
CRM and pipeline
Contacts, companies and leads on a kanban pipeline. An interaction feed with everything that happened with each client.
See module →Calendar
Google and CalDAV in sync. Team absences and deadlines in the same view.
See module →Webmail with sequences, templates and open tracking. Every email pinned to the right contact.
See module →Projects and tasks
Kanban, sprints, timeline and costs per project. Hour timer and live margin.
See module →Native conversations linked to the CRM, or through the Bitrix24 connector.
See module →
PAMSFJDR+4
Team and HR
Employees, leave, payroll and recruitment. Who's out today, at a glance.
See module →Product · 01
A pipeline you read in a second
Drag leads between stages, see the value of each column, filter by owner. The interaction feed keeps emails, calls, notes and messages — the full story of each client without digging through three apps.
- Kanban with value per stage
- Universal interaction feed
- Companies with logo and tax data from the VAT number
Product · 02
From “won” to project, nothing copied
Convert a lead into a project in one click. Task kanban, sprints, timeline and costs with real-time margin. A timer for hours, a cost catalogue for the rest.
- Kanban, sprints and timeline
- Costs, hourly rate and margin
- Google Docs attached to each task
Proposals
Proposals accepted with one click
Write the proposal from a template, send a link, and the client picks an option, sees the total and accepts — no PDF ping-pong.
- 1
Write
Templates in your brand, reusable line items, price packages and VAT shown the way you want.
- 2
Send
A public link with your identity. You know when it was opened, from where, and how many times.
- 3
Accept
The client accepts online. The lead turns to won and the project is born from it.
- See proposals in detail
AI
AI where it saves time, not where it shows off
Plug in your preferred AI provider — your key, your data.
Email draft
Continues the thread in the right tone with the proposal data already in.
Proposal from notes
From three meeting lines to a structured proposal.
- OpenAI
- Anthropic
- Mistral
- Groq
- DeepSeek
- OpenRouter
- Ollama
- Azure
Integrations
Talks to what you already use
Accounting, files, calendar and email — no painful migrations. All integrations →
- Bitrix24
- TocOnline
- Google Drive
- Google Docs
- Google Calendar
- CalDAV
- IMAP / SMTP
- Stripe
Plans
Plans sized for your business
There's no price table here on purpose. We talk for five minutes, understand what you need, and propose a per-user plan with no surprises.
See plans Reply within one business day.Every plan includes
- All modules
- Unlimited users per company
- Human support
- No lock-in
FAQ
Questions we always get
We live in Excel. How do we migrate?
We import contacts and companies from CSV/vCard. The rest — leads, projects, tasks — is created in minutes and grows from there. The first week is usually enough.
I run more than one company.
A user can belong to several companies and switch between them at the top of the app. Data never mixes.
Does WhatsApp really work?
Yes. There's a native connection and a connector for teams already on Bitrix24. Conversations stay linked to the CRM contact.
Is the data ours?
Always. Export whenever you want, and your AI key never leaves your control.
Shall we put your company in one place?
Tell us what you're using today. We'll show you how it looks in Plaanly.