Planify

What Is Planify?

Planify is a cloud-based project management software designed for interior designers, architects, and design studios managing multiple client projects simultaneously. It centralizes scheduling, documentation, client communication, and approvals in a single workspace, replacing scattered email threads, spreadsheets, and file-sharing apps.

The software also includes a branded client portal that allows studios to securely share project updates, documents, proposals, and approvals without requiring clients to create an account.

Additionally, Planify enables studios to track project budgets, manage FF&E schedules, and organize floor plans, contracts, and supplier quotes in one centralized location, reducing the time spent searching across multiple tools for project information.

What Is Planify Best Known For?

The software is well known for its 'Client Portal', which provides clients with a single branded link to access project schedules, approve furniture, fixtures, and equipment (FF&E) selections, review financial proposals, and view project documents without creating an account. By centralizing approvals, communication, and project information in one workspace, it helps replace scattered email threads, WhatsApp conversations, and file-sharing tools throughout the design process.

How Much Does Planify Cost?

Planify pricing starts at $29.99/month which includes unlimited projects, team members, and more.

Following are the additional estimated costs you need to consider before planning:

• Workflow Setup And Template Customization: $200–$1,500 (one-time) – For creating custom project templates, task structures, and workflows
• Third-Party Integrations: $20–$300/month – For connecting accounting, CRM, cloud storage, or automation platforms
• Team Onboarding And Training: $300–$2,000 (one-time) – Covers administrator setup, user training, and workflow adoption
• Custom API And Process Development: $1,000–$8,000 (one-time) – For businesses requiring custom integrations, automation, or specialized project workflows

Disclaimer: The pricing is subject to change.

Planify Integrations

The vendor has not shared information about its third-party integration.

How Does Planify Work?

Here is how you can get started with Planify after logging into the system:

• Access the main dashboard to view active projects, tasks, and budget summaries
• Create a new project profile by entering client details and scope
• Paste a supplier product link into AI fetch to add items with names, prices, and images
• Generate a branded client portal link and share it with the client through a PIN
• Build a moodboard inside the Canvas tool using items from the FF&E schedule
• Track studio tasks across all projects on the shared Kanban board
• Review client approvals and comments as they update inside the connected budget tracker
• Send a completed proposal to the client portal for digital sign-off

Who Is Planify For?

Planify software is suitable for a wide range of industries, including:

• Interior design
• Architecture
• Residential interior design
• Commercial interior design
• Interior decoration
• Design consultancy
• Design studios

Planify Use Cases

Based on our analysis of Planify's current capabilities, we have identified key scenarios where this software is a good fit for interior designers, architects, and design studios:

Solo Architects Consolidating Scattered Client Communication

Independent architects handling client communication through email, WhatsApp, SMS, and shared drives often adopt Planify to centralize project information in a single branded portal. Instead of searching across multiple communication channels for drawings, approvals, or documents, they can keep client interactions and project files organized in one workspace. This makes the software particularly suitable for solo professionals managing several projects simultaneously.

Design Studios Replacing Multiple Point Solutions

Design firms relying on separate applications for inspiration boards, task management, and document storage often use Planify to consolidate these workflows into a single system. By bringing project schedules, client communication, documents, and approvals together, teams can reduce the need to switch between platforms throughout a project's lifecycle. This approach helps maintain consistent project information across projects.

Client-Facing Studios Prioritizing A Professional Presentation Layer

Firms that prioritize a polished client experience often use Planify's branded client portal to share project updates, proposals, mood boards, and documents from one centralized location. Providing clients with a structured workspace instead of lengthy email threads or messaging apps creates a more organized review process. This makes the platform well suited for businesses that place a strong emphasis on client collaboration and presentation.

Is Planify Right For You?

Looking for project management software that turns scattered client communication into one professional workspace? Planify solves the pain of chasing approvals across email, WhatsApp, and spreadsheets while keeping every project detail visible to both designer and client.

The software is fully GDPR compliant, hosting all project data, documents, and client information exclusively on servers within the European Union. Renowned clients including CranberryHome has used Planify to add a professional layer to client-facing work

Still not sure if the software is right for you? Contact us at (661) 384-7070, and we will help you make the best decision regarding Planify features and more.