Agency Management Without the Agency Pricing
Track client deals, manage project timelines, and coordinate your team — all in one tool that costs less than one month of Monday.com.
The agency tool stack problem
Agencies typically pay for a CRM and a project management tool separately — and neither works well together.
- ⚠Paying $500–2,000/month for CRM + PM subscriptions (Pipedrive + Asana, HubSpot + Monday)
- ⚠Client info duplicated across tools — or worse, out of sync
- ⚠No single view of "deals in pipeline" and "projects in progress"
- ⚠Per-seat pricing punishes growing teams
- ⚠Onboarding new hires means another seat fee on every tool
CRM and project management, unified
PlannedIt combines deal tracking with project management so your agency has one source of truth.
Pipeline to project handoff
Win a client deal, then create the project. Client info carries over. No re-entering data in a different tool.
Team coordination
Assign tasks, see workload across the team, and track who's doing what. Up to 15 users on a shared network.
Timeline management
Gantt charts with dependencies for managing complex client projects. See all projects on one timeline.
Predictable costs
Team plan: $299 once for up to 5 users. Business plan: $499 for up to 15. No per-month charges, no seat creep.
How agencies use PlannedIt
New lead comes in
Add the prospect to your pipeline. Track the deal value, contact info, and next steps.
Proposal accepted
Move the deal to "Won" and create a project directly from it. Client data carries over.
Kick off the project
Build the timeline on the Gantt chart. Assign tasks to team members. Set milestones.
Team executes
Your team works through the task board. Everyone sees assignments, deadlines, and priorities.
Deliver and repeat
Complete the project. Use templates to spin up the next one even faster.
Key Features
Client pipeline
Track prospects, proposals, and active accounts in a visual deal board.
Multi-project Gantt
See all client projects on one timeline with dependencies and milestones.
Team workload
Assign tasks and see each team member's capacity. Balance workload across the team.
Project templates
Save standard project structures (website build, campaign, etc.) and reuse for new clients.
Revenue forecasting
See projected agency revenue by month. Plan hiring and capacity with confidence.
Data on your network
Client data stays on your network. No cloud dependency. Full control over sensitive info.
Stop renting, start owning
A 5-person agency paying for Pipedrive + Asana spends $3,000+/year. PlannedIt Team costs $299 once and covers both CRM and PM. Every team member gets a 14-day trial of all features.
The Team plan ($299) covers up to 5 users. For larger agencies, the Business plan ($499) supports up to 15 users. Both are one-time purchases.
How it works