Small Business Tools at a Small Business Price
You shouldn't need to spend $1,000+/year on software to run a small business. PlannedIt gives you CRM and project management for a one-time price.
Enterprise software at enterprise prices
Small businesses get sold the same software as Fortune 500 companies — at prices that assume Fortune 500 budgets.
- ⚠SaaS subscriptions eat into slim margins — $50–200/month per tool adds up fast
- ⚠Per-user pricing punishes growth — hiring means higher software bills
- ⚠Most features go unused — you're paying for enterprise complexity
- ⚠Cloud dependency — your business data sits on someone else's servers
- ⚠Vendor lock-in — switching tools means migrating everything
Own your tools, control your costs
PlannedIt is built for businesses that want powerful tools without the recurring expense.
CRM + PM in one purchase
Track sales and manage projects without paying for two separate subscriptions. One app, one price.
Predictable costs
Pay once: $149 for solo, $299 for teams of 5, $499 for teams of 15. No monthly surprises, no price hikes.
Local data control
Your business data stays on your computer or local network. No cloud dependency, no data breaches, no vendor lock-in.
Simple, focused tools
No feature bloat. PlannedIt does CRM and project management well — without trying to replace your email, chat, and document tools.
From first contact to project delivery
Capture leads
Add new prospects to your pipeline. Track deal value, contacts, and next actions.
Close the deal
Move deals through your stages. See revenue projections update in real-time.
Start the project
Create a project from the deal. Use a template to set up tasks and milestones instantly.
Manage the work
Your team uses the task board and Gantt chart. Everyone knows what to do and when.
Grow and repeat
Deliver, get paid, and start the next one. Your tools scale with you — no extra fees.
Key Features
Sales pipeline
Track deals from lead to close. See revenue projections by month.
Project management
Gantt charts, Kanban boards, task lists, and calendar for managing work.
Team support
Share data across your team with local network sync. Up to 15 users.
Revenue forecasting
Project cash flow based on your deal pipeline. Plan ahead with confidence.
Templates
Standardize projects with reusable templates. Consistent delivery for every client.
Privacy by design
No cloud servers, no telemetry, no third-party access to your business data.
Software that pays for itself
If you're spending $100+/month on CRM and PM subscriptions, PlannedIt Complete ($149) pays for itself in under 2 months. Every install starts with a 14-day trial of all features — then keeps the free tier permanently.
Solo owners should start with Complete ($149). Small teams (2–5 people) save the most with the Team plan ($299). Growing teams up to 15 should consider Business ($499).
How it works