From first inquiry to final walkthrough, all in one place
CRM, proposals, projects, tasks, sprints, site visits, finances, contracts, and AI. The professional tool built for the way architecture practices actually work.
Free plan for up to 2 people · no credit card
Create
Document
Write
Task
Track
Update
Share
For you
Maya Ellis · Whitfield House
Today · 11:02
Posted a summary of what moved on site this week, so the whole team has the context before Monday’s meeting.
Chloe Reyes · Foundry Lane
Today · 10:14
Site visit checklist
Most of your day goes to managing tools, not projects
Hunting for the file that ended up somewhere between Dropbox, email, and a message thread…
Rebuilding the same spreadsheet every Monday to see what was planned and what actually shipped…
Trying to remember what you agreed with the client on the last site visit…
A feed of what moved on every project
See how projects and job sites moved without opening them one by one. What changed since yesterday comes to you.
For you
Ben Doyle · Aurora Tower
Today · 14:30
Chloe Reyes · Foundry Lane
Today · 14:31
The site visit travels with you
Open the job site on your phone, take notes where you are standing, photograph the open item, and it all lands in the project before you are back at the office.
Site visit
Whitfield House · May 14 · 09:30
Visit notes
Handover checklists, ready to run
Punch lists, client walkthroughs, installation sign-offs — templates that run on any project and close with a signature.
Punch list
7 of 12 items · Foundry Lane
The week’s retrospective, already drafted
When the sprint closes, Planno drafts planned-versus-delivered from what the team committed to on Monday. You review it and record why.
An inbox that separates signal from noise
Fewer pointless notifications. What matters rises to the top, and you are only pinged when someone genuinely needs you.
Inbox
From first inquiry to signed contract
CRM, intake briefs, and proposals on a public link. All tied to the same contact — with no parallel spreadsheet.
Explore the pipeline →Marion V.
~$80k
Peter S.
~$45k
Carmine Studio
$32k
Coast House
$86k
Aurora Dev.
$220k
Briefs on a link
Send a link, the client fills it in on their phone, and the answers become a contact and context.
Public proposal
The client opens it on their phone and accepts or asks for changes. You see every view.
Becomes a project + receivables
An accepted proposal creates the project, the standard folder, and the receivables in Finance.
Projects, tasks, sprints, and site visits in one place
Every project carries its phase schedule, its tasks in sprints, its site visits, and the timer that feeds billable hours.
Explore project work →SCHEDULE
12/15
tasks this month
3
visits scheduled
156h
logged on the timer
Tasks in weekly sprints
Plan on Monday, close on Friday. Planned-versus-delivered arrives already drafted.
40+ built-in project phases
Survey, permit set, construction documents, closeout. The vocabulary of practice, already loaded.
Site visits on your phone
Photos, notes, and open items captured on site that reach the project before your coffee does.
What reaches the client looks the part
Documents, monthly reports, and airtight contracts. Goes out as a PDF, a public link, or straight to the client’s inbox.
Explore deliverables →WHITFIELD STUDIO · MAY REPORT
Whitfield House
Construction progress · May
64%
scope
12/15
tasks
$18k
invested
Collaborative documents
Specs, meeting minutes, and sign-offs with galleries, tables, and presentation mode straight from the browser.
Airtight contracts
Scope, consultants, deliverables, and the payment schedule already in the skeleton. The client signs from their phone.
Sharing with read receipts
Every public link shows when the client opened it, on which device, and for how long.
What to charge, what came in, where it went
A billable rate calculated from the practice’s real costs, plus cash flow and a simple P&L. Your accountant will thank you.
Explore the numbers →Balance
$184k
Receivable
$62k
Net
$101k
BILLABLE RATE
Cost per billable hour
$54.04
with +20% margin
$79.80
Fixed costs
$25,940
Billable hours
472
Taxes
13.45%
A living billable rate
An office cost changes? The billable rate recalculates and pending proposals update along with it.
Payment schedules in series
Eight payments? Enter one and Planno creates the rest with the right dates, interest, and category.
Simple P&L
The monthly read without having to ask your accountant for it. Revenue, expenses, result.
Email and client messaging, connected — without another tab
Connect the practice’s Gmail or Outlook, and link a job’s message thread to its project. Decisions become tasks, invoices become entries, and conversations stay attached to the right contact.
Hydro Eng. · $2,840 · due May 22
extracted by AI · ready for Payables
Job thread · Whitfield House
4 people · synced
Morning — you’re clear to start. Maya walks the site at 2pm.
09:42 · read
Harper (client)
Did the tile schedule come through?
CREATED IN PLANNO
· Site visit · 2:00 PM
· Open item: tile schedule
Frequently asked questions
Who is Planno for?
Planno is the professional tool for architecture, interior design, and engineering practices running several projects at once, currently spread across email, messaging, cloud storage, and spreadsheets. It works for a sole practitioner through to a team of fifteen.
Do I have to move everything at once?
No. Start with the tasks on a single project and bring the rest over at your own pace. Gmail, Outlook, Google Drive, and your calendar keep working, connected to Planno.
Does Planno cover construction administration, not just design?
Yes — that is the point. Site visits, punch lists, photos, field items, and the daily log live in the same place as the drawings, the tasks, and the project’s finances.
How does billable-rate pricing work?
You enter the practice’s fixed costs, the team’s billable hours, taxes, and the margin you want to hold. Planno calculates the cost per billable hour in real time and uses it as the basis for every fee proposal. A cost changes? Pending proposals change with it.
Which client channels connect?
Gmail and Outlook for email, plus WhatsApp where your clients use it: link a group to a project and messages, images, and voice notes sync both ways. You reply from inside Planno and it lands back in the thread. Planno AI reads the history and surfaces decisions and open items.
What can Planno AI do?
Summarize progress on any project, draft specs, sign-off letters, emails, and proposals from the brief, review contracts against your practice’s legal checklist, and generate realistic renderings from SketchUp screenshots.
Is my data — and my clients’ data — secure?
Contracts, drawings, and client details are treated as sensitive data: encrypted in transit and at rest, a full audit log, and a complete export whenever you want to leave. Planno is built and operated in Brazil under the LGPD, Brazil’s data-protection law.
Does it work on site, on a bad connection?
Yes. Planno installs as an app on your phone, works offline during site visits, and syncs photos and notes once the signal comes back.
Pricing
Start free. Grow with Planno.
Personal
For a sole practitioner, or a studio run by up to two people.
Professional
or $89/year per user, save 18%
Everything in Personal, plus what a practice needs once the team grows.