CRM Pipeline That Lives on Your Desktop
Track deals, manage contacts, forecast revenue — all in a visual pipeline you own. No cloud, no subscription, no per-seat pricing.
How It Works
Add a deal
Enter the deal name, value, expected close date, and link a contact. It lands in your first pipeline stage.
Move deals through stages
Drag cards between columns as conversations progress — Lead, Qualified, Proposal, Negotiation, Won.
Forecast revenue
Your projections view updates automatically based on deal values and expected close dates.
Win and deliver
When a deal closes, create a project directly from it. Client info carries over — no re-entry.
What's Included
Visual deal pipeline
See every deal at a glance. Cards move through customizable stages — Lead, Contact Made, Proposal Sent, Negotiation, Won, Lost.
Contact management
Store client names, emails, phone numbers, companies, and notes. Link contacts to deals and projects for a complete view.
Revenue forecasting
See projected revenue by month based on deal values and expected close dates. Plan your cash flow with confidence.
Deal analytics
Track win rates, average deal value, pipeline velocity, and stage conversion rates. Know what's working and what's not.
Deal to project handoff
Win a deal, then create a project from it — client info carries over automatically. No re-entering data in a separate tool.
Private by default
Your client data stays on your computer. No cloud processing, no third-party access. Full GDPR-friendly by design.
CRM comparison
| Feature | PlannedIt | Others |
|---|---|---|
| Visual pipeline | ✓ | Most CRM tools |
| Contact management | ✓ | Most CRM tools |
| Revenue forecasting | Paid plans | Paid tiers (HubSpot, Pipedrive) |
| Project management built-in | ✓ | Rarely |
| Local data storage | ✓ | Never |
| One-time purchase | $99 | $14–50+/user/mo |
CRM without monthly fees
Pipedrive costs $468/year per user. HubSpot Professional is $800/month. PlannedIt Pipeline costs $99 once. Your CRM should be an asset, not a recurring expense.
14-day free trial of all features. Free tier keeps board view, 3 deals, and 3 projects forever.