Project Management Features

Manage all aspects of your projects from project stages to
invoicing and document management.

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Manage your projects with PlanMan

Unlimited Clients

Manage all of your clients in the same place.

Communications

Keep track of everything emailed to clients.

Document Management

Securely store documents against clients and projects.

Quotes

Full quote management with auto conversion to project.

Invoices

Create invoices for project stages at the click of a button.

Co-consultants

Add co-consultants to projects and track their involvement.

planman screenshot

Easy to use user interface

Built with user experience in mind, it’s super simple to manage your projects online.

  • Mobile optimised
  • Access from any modern device
  • No software to install

Built-in client portal to keep your clients updated at all times

  • View and accept quotes
  • Simple dashboard
  • Keep track of project progression & documents
client dashboard
permission groups

Lock staff down so they can only access/update the things they need to

No need to give staff access to add/edit/delete the things they don’t need to.

  • Multiple built-in permissions
  • Add permission groups to staff
  • They inherit the group permissions when they login

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