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Freelancer / Solopreneur

Built for Freelancers Who Mean Business

Stop juggling spreadsheets, Trello boards, and CRM trials. PlannedIt gives you a client pipeline and project management in one tool you own.

Try Free for 14 DaysNo credit card required.
PlannedIt dashboard showing deals and projects in one view
Your deals and projects, one screen

The freelancer tool problem

Freelancers often cobble together free tools that don't talk to each other — and eventually hit paywalls that don't make sense for a solo business.

  • Paying $30–80/month for CRM + PM tools is absurd when you're the only user
  • Free tiers run out right when you start getting traction
  • Client data scattered across spreadsheets, Notion, and email
  • No clear view of your revenue pipeline and project workload together
  • Per-seat pricing is insulting when your "team" is just you

One tool, one price, everything you need

PlannedIt gives freelancers a complete business management toolkit at a price that makes sense for solo operators.

Track clients and deals

Visual pipeline shows every prospect, proposal, and active client. Know exactly where your revenue is coming from.

Manage projects after the sale

Win a deal, create a project. Gantt charts, task boards, calendar — manage deliverables without switching apps.

Forecast your income

See projected revenue by month based on your pipeline. Plan for feast and famine before it hits.

Own it forever

Pay $99–149 once. No monthly drain on your freelance income. No price increases. No "upgrade to continue" prompts.

A week with PlannedIt

1

Monday

Check your pipeline board — see which leads need follow-up and which proposals are pending.

2

Tuesday

Land a new client. Create a project from the deal — client info carries over automatically.

3

Wednesday

Plan the project timeline on the Gantt chart. Set milestones and task dependencies.

4

Thursday

Work through your task board. Drag cards to "Done" as you complete deliverables.

5

Friday

Check revenue projections for next month. Follow up on outstanding proposals.

Key Features

📊

Sales pipeline

Track leads, proposals, and active clients in a visual deal board.

📅

Gantt charts

Plan project timelines with dependencies and milestones.

📋

Task boards

Kanban boards for managing deliverables and daily work.

💰

Revenue forecasting

See projected income based on deal values and close dates.

📐

Project templates

Save project structures and reuse them for similar clients.

🔒

Local data privacy

Client data stays on your machine. No cloud. No third-party access.

Pricing that respects your margins

Freelancers shouldn't pay enterprise prices. PlannedIt is a one-time purchase that pays for itself after one month of not paying for Pipedrive. Try everything free for 14 days — then keep the free tier or upgrade.

Most freelancers choose the Complete bundle ($149) for CRM + project management. If you only need one, Pipeline ($99) or Manage ($99) work great solo.

How it works

1.Download PlannedIt free
2.14-day trial unlocks every feature
3.After trial: free tier (board view, 3 deals, 3 projects)
4.Upgrade anytime to unlock everything permanently
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Frequently Asked Questions

Absolutely. If you're currently paying $20+/month for CRM or PM tools, PlannedIt pays for itself in months. And you'll have both CRM and project management in one app.
Yes. Download PlannedIt and get a 14-day free trial of every feature — Gantt charts, calendar, projections, the works. After the trial, you keep the free tier (board view, 3 deals, 3 projects) forever. Upgrade whenever you're ready.
If you track client leads and proposals, the Complete bundle ($149) gives you both. If you only manage project tasks, Manage ($99) is enough. You can always upgrade later.
PlannedIt doesn't include invoicing. It's focused on CRM pipeline and project management. Use it alongside your invoicing tool of choice.

Related Pages

Own your tools. Own your data.

Start free. No credit card. No commitment.