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CRM & Project Management. One purchase. Yours forever.

One app. CRM pipeline, Gantt charts, boards, calendar — connected.

One purchase. Pay once, own it forever. No subscriptions.

Your data. Runs locally. No cloud. No one else touches it.

Start FreeFree forever. No credit card.
Pipeline CRMGantt ChartsTask BoardsCalendarTemplatesRecurring Tasks
PlannedIt dashboard showing CRM pipeline revenue tracking and project management tasks in a glassmorphism desktop interface
$0/yr

That's what you're paying per user for a CRM and project management tool you'll never own. And they don't even talk to each other.

Your deals close in one app. Your projects live in another. Your tasks are somewhere else entirely. You copy-paste client info between tools, context gets lost, and things fall through the cracks.

Meanwhile, all your data lives on someone else's servers. Prices go up, features get removed, and you're building your business on rented land where the landlord can change the terms whenever they want.

Pipeline — Your Complete Sales CRM

Track every deal from first contact to closed-won with visual stages, revenue projections, and built-in analytics.

PlannedIt CRM kanban board showing deals flowing through customizable sales pipeline stages with deal values and follow-up dates

Visual Deal Pipeline

Drag deals from Lead to Won. Color-coded cards show value, likelihood, and rotting warnings when deals go cold.

  • Drag-and-drop between stages
  • Deal value & likelihood scoring
  • Rotting deal warnings
PlannedIt revenue projection dashboard showing annual goal tracking with weighted pipeline and monthly income forecasting

Revenue Projections

Set your annual goal and track progress in real time — closed revenue, weighted pipeline, and retainer income in one view.

  • Annual goal tracking
  • Weighted pipeline forecasting
  • Retainer income roll-up
PlannedIt CRM analytics showing sales pipeline conversion rates, deal stage distribution, and revenue metrics

Pipeline Analytics

See conversion rates, average deal size, and where deals get stuck. Built-in analytics, no spreadsheets needed.

  • Stage conversion rates
  • Pipeline velocity tracking
  • Win/loss ratio trends

Manage — Professional Project Management

Task boards, Gantt charts, calendar views, recurring tasks, and templates. Everything organized. Everything on schedule.

PlannedIt project management board with task rows showing status, priority, due dates, and progress for multiple projects

Task Board

Organize tasks by project with inline editing. Status pills show project health at a glance.

  • Inline status, priority & due dates
  • Color-coded by project
  • Click any field to edit directly
PlannedIt interactive Gantt chart with task dependencies, drag-to-resize bars, and timeline zoom for project scheduling

Gantt Charts

Drag to move or resize task bars. Draw dependency arrows. See how changes ripple through your schedule.

  • Dependency arrows between tasks
  • Drag to reschedule or resize
  • Daily to monthly zoom
PlannedIt calendar view showing project tasks and deadlines color-coded by project on a monthly calendar

Calendar View

All deadlines on a monthly calendar, color-coded by project. Never miss a due date.

  • Monthly overview of all tasks
  • Color-coded by project
  • Spot overlapping deadlines
PlannedIt recurring task setup and project template creation for automated task scheduling and repeatable project workflows

Recurring Tasks & Templates

Set tasks to recur on any schedule. Save project setups as templates and stamp out new projects in seconds.

  • Daily, weekly, monthly recurrence
  • Project templates with relative dates
  • Perfect for retainer work

Dashboard — Your Business at a Glance

Open PlannedIt and immediately see what needs your attention — revenue, overdue tasks, deal follow-ups, and project health in one view.

PlannedIt unified dashboard combining CRM revenue tracking, task management, deal follow-ups, and project progress in one view

Revenue Snapshot

Track progress toward your annual goal with closed revenue, weighted pipeline, and projections.

Tasks Due Soon

See overdue tasks, today's tasks, and this week's deadlines across all projects.

Deal Follow-Ups

Never miss a follow-up. See which deals need your attention today.

Project Progress

Visual completion bars for every active project so you know what's on track.

Pipeline Summary

Stage-by-stage deal distribution with values at a glance.

Overdue & Stuck

Surface problems before they become crises — stalled projects, stuck tasks.

Simple Pricing. No Surprises.

One-time purchase. No monthly fees. No per-user charges. No hidden costs. Just pick what you need and it's yours.

Start free — 3 active deals, 3 active projects, core features included. Upgrade when you're ready.

Pipeline

Your complete sales CRM

$99one-time
  • Visual deal pipeline (Kanban)
  • Deal board & list views
  • Revenue projections & goal tracking
  • Contact management
  • Follow-up reminders & rotting alerts
  • Pipeline analytics
  • Data export (CSV, JSON)
  • Auto-updates
Buy Pipeline
BEST VALUE

Complete

CRM + Project Management

$149one-time
  • Everything in Pipeline
  • Everything in Manage
  • Unified Dashboard
  • Cross-module data sharing
  • Priority support
Buy Complete

Manage

Professional project management

$99one-time
  • Interactive task board
  • Interactive Gantt charts
  • Calendar view
  • Recurring tasks
  • Project templates
  • Project color system
  • Data export (CSV, JSON)
  • Auto-updates
Buy Manage

How PlannedIt compares to monthly subscriptions:

Year 1Year 2Year 3
PlannedIt Complete$149$0$0
PlannedIt Team (5 users)$299$0$0
Monday.com (Standard, 5 users)$720/yr$1,440$2,160
Pipedrive + Asana (5 users combined)$900/yr$1,800$2,700

After year one, PlannedIt costs nothing. The others never stop charging.

Cost Calculator

5
120

Competitors / year

$1,140

5 users × $19/mo × 12 months

PlannedIt / forever

$149

One-time purchase

Built for How You Actually Work

Track clients, close deals, and deliver projects — all without enterprise pricing or complexity. Manage your entire client lifecycle from first lead to delivered project.

  • Revenue goal tracking & projections
  • Deal pipeline with follow-up reminders
  • Project templates for repeatable workflows
  • Recurring tasks for retainer work

Trusted by Businesses Who Value Ownership

“I was paying $65/month across three different tools for CRM, project management, and Gantt charts. PlannedIt replaced all of them with a single purchase. It paid for itself in the first month.”

Marcus Chen

Owner, Redline Digital Agency

“The fact that my client data lives on my machine and not some cloud server was the selling point. But honestly, the Gantt charts and pipeline tracking are better than what I was using at twice the monthly cost.”

Sarah Lindgren

Creative Director, Lindgren Studio

“We manage 15+ retainer clients and the recurring tasks feature alone saves us hours every week. Setting up a new client project from a template takes seconds instead of rebuilding everything from scratch.”

James Whitfield

Operations Manager, Basecamp Media Co.

Frequently Asked Questions

PlannedIt is a desktop application that combines CRM (customer relationship management) and project management in one tool. It includes a visual sales pipeline, Gantt charts, Kanban boards, task boards, calendar views, revenue projections, recurring tasks, and project templates. It runs on Windows and stores all your data locally on your computer.
The biggest difference is the pricing model. Monday.com, Asana, and Pipedrive charge per user per month — which adds up to hundreds or thousands of dollars per year. PlannedIt is a one-time purchase that you own forever. There are no monthly fees, no per-user charges, and no price increases. Additionally, PlannedIt uniquely combines a full CRM sales pipeline WITH project management in one app. Most tools do one or the other, requiring you to buy and integrate separate products.
Yes, both! PlannedIt includes a permanent free plan with up to 3 active deals and 3 active projects, plus core features like the deal board, Kanban view, task board, and contacts. No time limit. When you first download PlannedIt, you also get a 14-day trial of all paid features — Gantt charts, calendar view, projections, analytics, dashboard, recurring tasks, templates, and more. After the trial ends, you keep the free plan forever. Upgrade anytime to unlock everything.
Yes. PlannedIt is a desktop application that runs entirely on your computer. Your data is stored locally in a database on your machine. You don't need an internet connection to use any feature. The only time PlannedIt connects to the internet is to check for software updates and verify your license key.
Your data never leaves your computer. There are no cloud servers, no third-party data storage, and no telemetry. You have complete control over your business data. You can also export your data at any time in CSV or JSON format, and create full backups that you store wherever you choose.
Yes. Your data is stored in a local SQLite database on your computer. It never touches the cloud. No telemetry, no tracking, no third-party access.
PlannedIt supports team collaboration through a shared folder on your local network. Each team member installs PlannedIt on their own computer, then connects to a shared folder. Everyone works from the same data — assign tasks, track workload, leave comments, and see real-time updates. Your data stays on your network, never touches the cloud. Team plans support up to 5 users (Team, $299) or 15 users (Business, $499). Both are one-time purchases.
Individual plans (Pipeline, Manage, Complete) are for solo use. The Team plan supports up to 5 team members, and the Business plan supports up to 15 team members. You can upgrade at any time by purchasing a team license.
PlannedIt's team sync works over any shared folder that all team members can access — including network drives, NAS devices, and cloud-synced folders like Dropbox or OneDrive. As long as everyone can access the same folder, your team can collaborate regardless of location.
Yes. Your purchase includes all future updates to the version you bought. PlannedIt automatically checks for updates and installs them seamlessly. Bug fixes, performance improvements, and new features are included.
PlannedIt currently supports Windows. macOS and Linux versions are planned for future releases.
Yes. PlannedIt uses modular licensing. You can purchase Pipeline (CRM only), Manage (project management only), or the Complete bundle (both modules at a discounted price). You can always upgrade later by purchasing the module you're missing.
PlannedIt is actively developed with new features releasing regularly. Recent additions include recurring tasks, project templates, and a unified dashboard. You can request features through our support channel, and your one-time purchase includes all future updates.

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