Your clients approve items in 2 clicks - no account, no login, no follow-up emails

Run projects, budgets, and clients in one system - without admin work killing your profit.
Built for Interior Designers & Architects

Start Your Free Trial

21-day free trial • No credit card required • Cancel Anytime

21-day free trial • No credit card required • Cancel Anytime

Your clients approve items in 2 clicks - no account, no login, no follow-up emails

Run projects, budgets, and clients in one system built for Interior Designers & Architects

Start Your Free Trial

21-day free trial • No credit card required • Cancel Anytime

21-day free trial • No credit card required • Cancel Anytime

One of the best, most comprehensive and intuitive platforms available - it adds a real degree of professionalism to our offering

One of the best, most comprehensive and intuitive platforms available - it adds a real degree of professionalism to our offering

One of the best, most comprehensive and intuitive platforms available - it adds a real degree of professionalism to our offering
Hugo Fleming
Hugo Fleming
Hugo Fleming

Design Director · Cranberryhome, Bedford

Design Director Cranberryhome, Bedford

Design Director · Cranberryhome, Bedford

Wave goodbye to

Wave goodbye to

Why Planify?

There’s a better way to manage projects than spreadsheets and scattered tools

Interior Designers & Architects use Planify to reclaim hours every week - time that goes back into actual design work

Spreadsheets & Generic PM Tools

Budget formulas break the moment the project changes

Clients say “I didn’t see your email” - again

You realize you’re over budget when it’s already too late

WhatsApp screenshots, email attachments, Dropbox links - everywhere

Five different tools held together with hope and Zapier

Planify

Always know where your budget stands - no spreadsheets, no formulas

Clients review and approve in minutes - no follow-ups needed

See your profit in real time, not at the end of the project

Vendor quotes, specs, and costs always connected to the project

One system instead of five disconnected tools

Spreadsheets & Generic PM Tools

Budget formulas break the moment the project changes

Clients say “I didn’t see your email” - again

You realize you’re over budget when it’s already too late

WhatsApp screenshots, email attachments, Dropbox links - everywhere

Five different tools held together with hope and Zapier

Planify

Always know where your budget stands - no spreadsheets, no formulas

Clients review and approve in minutes - no follow-ups needed

See your profit in real time, not at the end of the project

Vendor quotes, specs, and costs always connected to the project

One system instead of five disconnected tools

Spreadsheets & Generic PM Tools

Budget formulas break the moment the project changes

Clients say “I didn’t see your email” - again

You realize you’re over budget when it’s already too late

WhatsApp screenshots, email attachments, Dropbox links - everywhere

Five different tools held together with hope and Zapier

Planify

Always know where your budget stands - no spreadsheets, no formulas

Clients review and approve in minutes - no follow-ups needed

See your profit in real time, not at the end of the project

Vendor quotes, specs, and costs always connected to the project

One system instead of five disconnected tools

Start Your Free Trial

Start Your Free Trial

How it Works: From Discovery to Done

See how simply it can be - with Planify

Step

01

Capture the Brief

Send your client a tailored Onboarding Questionnaire before the first call. They fill it in at their own pace - style preferences, budget, room priorities, must-haves and dealbreakers - so you arrive fully prepared every time.

Step

02

Design & Review

Turn ideas into Moodboards using the built-in Canvas. Once your vision is set, simply select individual items and click "Add to Review" to push them to the Client Portal for feedback - no need to create separate product lists manually

Step

03

Automate the Schedule

When a client approves an item in the Portal, it is instantly added to your Master Project Schedule (FF&E). Define your specs and margins once; Planify automatically updates your Budget Tracker to reflect live project costs and profitability

Step

04

Financial Sign-off

Stay on top of your progress with real-time updates, detailed analytics, and personalized insights. Make smarter financial decisions every step of the way.

01

Capture the Brief

Send your client a tailored Onboarding Questionnaire before the first call. They fill it in at their own pace - style preferences, budget, room priorities, must-haves and dealbreakers - so you arrive fully prepared every time.

02

Design & Review

Turn ideas into Moodboards using the built-in Canvas. Once your vision is set, simply select individual items and click "Add to Review" to push them to the Client Portal for feedback - no need to create separate product lists manually

03

Automate the Schedule

When a client approves an item in the Portal, it is instantly added to your Master Project Schedule (FF&E). Define your specs and margins once; Planify automatically updates your Budget Tracker to reflect live project costs and profitability

04

Financial Sign-off

Stay on top of your progress with real-time updates, detailed analytics, and personalized insights. Make smarter financial decisions every step of the way.

01

Capture the Brief

Send your client a tailored Onboarding Questionnaire before the first call. They fill it in at their own pace - style preferences, budget, room priorities, must-haves and dealbreakers - so you arrive fully prepared every time.

02

Design & Review

Turn ideas into Moodboards using the built-in Canvas. Once your vision is set, simply select individual items and click "Add to Review" to push them to the Client Portal for feedback - no need to create separate product lists manually

03

Automate the Schedule

When a client approves an item in the Portal, it is instantly added to your Master Project Schedule (FF&E). Define your specs and margins once; Planify automatically updates your Budget Tracker to reflect live project costs and profitability

04

Financial Sign-off

Stay on top of your progress with real-time updates, detailed analytics, and personalized insights. Make smarter financial decisions every step of the way.

Features

Learn about what makes Planify special, but remember - there is more

Client Portal

Client Approvals, Simplified

Stop chasing emails. Send clients a "Magic Link" to review Items, approve Proposals instantly and add their own Inspirations to the board

Zero Friction: No login or account creation required for your clients

Centralized Feedback: No more messy WhatsApp threads or lost email chains

Instant Sign-off: Clients review, comment, and approve your Planify proposals online

Kanban Board

Visualize Your Progress

Move beyond static lists

Planify’s Kanban workflow gives you a high-level view of every installation, delivery, and deadline across all your projects in one unified workspace

Drag-and-Drop Clarity: Effortlessly move tasks from "In Progress" to "Done" to see exactly where your studio stands

Drag-and-Drop Clarity: Effortlessly move tasks from "In Progress" to "Done" to see exactly where your studio stands

Unified Context: Attach floor plans, product specs, or vendor notes directly to tasks so your team has everything they need in one click

Unified Context: Attach floor plans, product specs, or vendor notes directly to tasks so your team has everything they need in one click

Project-Wide Tracking: Filter by specific projects or view your entire firm’s workload on a single screen to eliminate bottlenecks

Project-Wide Tracking: Filter by specific projects or view your entire firm’s workload on a single screen to eliminate bottlenecks

Proposal Builder

From Items to Proposal in Seconds

Stop the copy-paste nightmare. Planify automatically pulls your project data into beautiful, branded proposals that are ready for client sign-off in a single click

Automated Data Sync: No more manual entry - every item, price, and specification from your Materials tab is instantly formatted

Print-Ready Perfection: Export professional PDFs or send a live link directly to your Client Portal for digital approval

Highly Customizable: Choose which details to show or hide, from vendor lead times to unit cost

Materials & Labour

Your Master Project Schedule

Ditch the broken Excel sheets. Planify’s centralized workspace is where your FF&E specifications and professional services live in perfect harmony - connected directly to your budget and client approvals

Full FF&E & Service Control: Document every detail, from fabric finishes and unit pricing to labor costs and lead times, ensuring your studio and vendors stay in sync

Automated Status Tracking: Manage the entire lifecycle of every line item - track what has been "Approved", "Ordered" or "Received", with visual status tags

Live Budget Integration: Every item or service automatically updates your Budget Tracker in real-time, giving you a 100% accurate view of project profitability

Everything You Need in One Place

Imagine having all your project essentials

neatly organized and easily accessable

Centralized Documents

Stop digging through folders. Securely store floor plans, permits, and site photos in one project-linked vault

Time Tracker

Log billable hours directly against project tasks for accurate invoicing

Inspiration Board

Build interactive mood boards with links and images. Let clients contribute their own inspirations directly via the Portal

Vendors

Build your private directory of suppliers and trades. Centralize contact info, categorized agreements, and agreed margins in one place

Budget Tracker

Real-Time Financials. Track total spend vs. estimate automatically. Stay in the black without opening a single spreadsheet

Keep your projects together

The Studio Dashboard. A bird's-eye view of your entire firm. See exactly which projects are in the backlog, in progress, or ready for final install

Simple Pricing

Investing in your efficiency has never been easier.

Now with 21 days of free trial! No Credit Card information required - test it first, buy it later.

€24.99 / month

All Project Management Features

Unlimited Projects

Full Access to Client Approval Tools

No commitment. Cancel anytime.

Start Your Free Trial

€24.99 / month

All Project Management Features

Unlimited Projects

Full Access to Client Approval Tools

No commitment. Cancel anytime.

Start Your Free Trial

€24.99 / month

All Project Management Features

Unlimited Projects

Full Access to Client Approval Tools

No commitment. Cancel anytime.

Start Your Free Trial

Lock in your founding price - forever!

Join Planify now at €24.99/month and keep that price forever - no matter what we charge in the future. Founding members never pay more. Lock in your founding price - forever

Lock in your founding price - forever!

Join Planify now at €24.99/month and keep that price forever - no matter what we charge in the future. Founding members never pay more. Lock in your founding price - forever

Your Question

How does Planify keep my sensitive client and project data safe?

Your data security is our top priority. Planify uses Supabase for its database backend, which employs robust security measures. This includes features like Row Level Security (RLS) to ensure data access is strictly controlled, data encryption at rest (AES-256) and in transit (TLS), regular backups, and compliance certifications like SOC 2 Type 2. We follow best practices to configure Supabase securely and protect your information.

When I subscribe to Planify, how is my payment information handled securely?

How is Planify different from other general or spreadsheets?

Is Planify easy to learn and use for a solo designer?

I have existing projects and data. Is it difficult to get everything set up in Planify?

Contact Us

Let us know in case of any questions

we are here for you

Send Mail

[email protected]

Send Mail

[email protected]

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