How it Works: From Discovery to Done
See how simply it can be
with Planify
Features
Learn about what makes Planify special, but remember - there is more
Client Portal
Client Approvals, Simplified
Stop chasing emails. Send clients a "Magic Link" to review Items, approve Proposals instantly and add their own Inspirations to the board
Zero Friction: No login or account creation required for your clients
Centralized Feedback: No more messy WhatsApp threads or lost email chains
Instant Sign-off: Clients review, comment, and approve your Planify proposals online
Kanban Board
Visualize Your Progress
Move beyond static lists
Planify’s Kanban workflow gives you a high-level view of every installation, delivery, and deadline across all your projects in one unified workspace
Proposal Builder
From Items to Proposal in Seconds
Stop the copy-paste nightmare. Planify automatically pulls your project data into beautiful, branded proposals that are ready for client sign-off in a single click
Automated Data Sync: No more manual entry - every item, price, and specification from your Materials tab is instantly formatted
Print-Ready Perfection: Export professional PDFs or send a live link directly to your Client Portal for digital approval
Highly Customizable: Choose which details to show or hide, from vendor lead times to unit cost
Materials & Labour
Your Master Project Schedule
Ditch the broken Excel sheets. Planify’s centralized workspace is where your FF&E specifications and professional services live in perfect harmony - connected directly to your budget and client approvals
Full FF&E & Service Control: Document every detail, from fabric finishes and unit pricing to labor costs and lead times, ensuring your studio and vendors stay in sync
Automated Status Tracking: Manage the entire lifecycle of every line item - track what has been "Approved", "Ordered" or "Received", with visual status tags
Live Budget Integration: Every item or service automatically updates your Budget Tracker in real-time, giving you a 100% accurate view of project profitability
Everything You Need in One Place
Imagine having all your project essentials
neatly organized and easily accessable
Centralized Documents
Stop digging through folders. Securely store floor plans, permits, and site photos in one project-linked vault
Time Tracker
Log billable hours directly against project tasks for accurate invoicing
Inspiration Board
Build interactive mood boards with links and images. Let clients contribute their own inspirations directly via the Portal
Vendors
Build your private directory of suppliers and trades. Centralize contact info, categorized agreements, and agreed margins in one place
Budget Tracker
Real-Time Financials. Track total spend vs. estimate automatically. Stay in the black without opening a single spreadsheet
Keep your projects together
The Studio Dashboard. A bird's-eye view of your entire firm. See exactly which projects are in the backlog, in progress, or ready for final install
Simple Pricing
Investing in your efficiency has never been easier.
Now with 21 days of free trial! No Credit Card information required - test it first, buy it later.
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