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Meet Planar

The small business OS

Get started now

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New Supplier

ID: TC938

Capstone

Materials

Less than

30 units

Automation

Reorder

SMS

Build your own business OS

Not loud, flashy software. Not bloated platforms pretending to be all things to all people. Just simple systems that help people run real businesses.

Businesses using Planar

Set once, then forget

Keep your team aligned with one clear calendar that shows events, deadlines and shared priorities in real time.

Cassy

Finance

Ravi

Operations

Janine

Leave it to the AI

Generate clean, professional invoices in seconds and get paid faster with built-in payment options.

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zip

File analysed

Found 37 insights

Review

Unify your workflow

One platform to plan, track, and collaborate across every part of your business. Tasks, docs, or calendars.

Bookkeep.ai

Integration

Permissions

Read

Write

Grow revenue

Generate clean, professional invoices in seconds and get paid faster with built-in payment options.

Performance

Revenue

Satisfied customers

On-time payments

Clients started paying sooner once invoicing became clearer and more consistent.

76%

Quote turnaround

Faster estimates meant fewer leads went cold waiting for a response.

58%

Repeat bookings

Customers came back more often when follow-ups started happening automatically.

84%

How Planar helps

Workflow with less friction

Easy quoting

Build and send clean, clear quotes in minutes

Safe permissions

Keep sensitive info secured and where it belongs

Track revenue

See what’s coming in, overdue, and what’s next

Simple data export

Get the information you need without digging or delays

Customization

Plan, track, and collaborate across every part of your business.

Shared calendar

Plan once, share it with your entire team instantly

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Activity

December

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Revenue

76%

Year-on-year revenue increase for businesses using Planar

Pricing options

Starter

$19/mo

Includes:

Up to 3 team members

Task & project tracking

Shared calendars

File uploads

Email support

Get started

Growth

$49/mo

Everything from Starter plus:

Unlimited team members

Invoicing & quotes

Client management

Priority support

Get started

Popular

Complete

$99/mo

Everything from Growth plus:

Advanced permissions

Built-in reporting

Dedicated success manager

Talk to sales

What does Planar actually do?

Planar is a single platform where you run your entire business. Sales, projects, invoicing, inventory, scheduling, customer communication—it's all here, connected and working together. Instead of switching between separate tools that don't talk to each other, you get one system where information flows naturally from one function to the next. When a quote becomes a job, then an invoice, then a payment, it happens in one place.

Your team sees what they need, when they need it, without the friction of disconnected software.

How secure is my data?

Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options, and undergo regular penetration testing by independent security firms. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance.

Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.

Do you integrate with the tools my team already uses?

Yes. Planar connects to the software you rely on—accounting systems like Xero and QuickBooks, payment processors, email platforms, calendars, and more. Data syncs automatically, so you're not copying information between systems or dealing with version conflicts.

For anything beyond our standard integrations, our API gives you full access to build custom connections. Most teams find they need fewer external tools once they're on Planar, but we make sure the ones you keep work together properly.

How difficult is onboarding?

Most teams are up and running within a few days, not weeks. We handle data migration from your existing systems, configure the platform to match your business structure, and provide hands-on training for your team. You'll have a dedicated onboarding specialist who understands your industry and can translate your current workflows into Planar. We don't just hand you documentation and wish you luck—we stay with you until your team is confident and your operations are running smoothly on the platform.

What kind of support do you offer?

Real support from people who know the product. Every customer gets access to our support team via chat, email, and phone during business hours, with priority response times based on issue severity. You're not talking to a script—our support staff can actually solve problems and make configuration changes on your behalf when needed.

We also provide a comprehensive knowledge base, video tutorials, and regular webinars. Enterprise customers get a dedicated account manager and access to 24/7 emergency support.

How does your pricing work?

Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.

Can I customise the platform to match my workflows?

Extensively. Planar adapts to how you work, not the other way around. You can create custom fields, build your own workflow automations, design templates for documents and communications, and configure dashboards for different roles. Permission structures are granular—you control exactly who sees what and who can do what. For businesses with complex requirements, our professional services team can build deeper customisations.

The goal is a system that reflects your operations precisely, not a generic tool you have to work around.

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“Our all-in-one solution.”

Planar is a modern solution to all our SMB woes, it’s simple and our team love using it everyday.

76%+

Increase in revenue for 2026

Customer stories

Build with Planar

Buy Planar now

Güvenlik ve Uyumluluk

Sektörel Tanınırlık

Meet Planar

Your business OS

Buy Planar now

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