Contacts that move with your business
Planbrand Contacts are fully connected to pipelines, journeys, and Kanban task boards. Each contact can flow through multiple pipelines, join different journeys, and have tasks created automatically based on their actions. Nothing is manual, nothing is disconnected.
Contact List View — everything in one place
See all your contacts at a glance, across one brand or all brands. Each contact card shows who they are, what they’ve submitted, which personas they belong to, and which journeys they’re currently in — without opening anything else.
This view helps you understand context fast. You can filter, scan, and act with confidence, knowing every contact is already connected to forms, pipelines, journeys, and tasks behind the scenes.
What you can do here:
View contacts per brand or across all brands in one list
See submitted forms, assigned personas, and active journeys instantly
Filter by product, persona, or status to find the right people fast
Jump into full contact details when you need deeper context
Pipeline View — journeys built around personas
In Planbrand, every persona has its own journey and pipeline. This means the same contact can move through different stages depending on who they are to your brand — a lead, a client, or a partner — all without duplication.
The Pipeline view gives you a clear, visual way to track progress. Each column represents a real stage in that persona’s journey, and every card is a live contact connected to forms, tasks, and actions.
Why this matters:
Each persona runs on its own pipeline and journey
Contacts move automatically between stages based on actions and forms
You can see progress, blockers, and outcomes at a glance
One contact, multiple journeys — all tracked cleanly in one system
Design journeys that run themselves
Here you turn a persona into a real, working journey. When someone is tagged with this persona, Planbrand automatically creates their plan and tasks — so nothing is missed and no one has to remember what to do next.
You define the stages once. Planbrand repeats them perfectly for every new contact.
Create journey stages like welcome, engagement, and conversion
Add clear tasks inside each stage for your team or yourself
Auto-assign tasks and timing when a persona is added
Every new contact gets the same proven path, instantly
This is how one decision becomes a system — and your brand runs consistently without manual work.
From journeys to tasks — everything connected
Planbook is where your brand plans come to life. It turns your strategy into clear journeys, stages, and tasks that move every contact forward. Nothing is manual or disconnected — Planbook links people, personas, and actions automatically, so everyone knows what happens next.
Break work into journeys, stages, and tasks that reflect how you actually operate
A single contact can be part of multiple journeys (for example, buyer and reseller)
Tasks are created automatically when a persona or journey is assigned
Track progress clearly with planned, in progress, and completed stages
Group your contacts by peronsas
Choose a profile image or upload your own to visually define each persona.
Every persona stays clear and recognisable across your workspace.
Attach a form to this persona.
Every submission is automatically tagged and added to the right audience.
No manual sorting. No extra steps.
When someone submits a form:
The persona is assigned instantly
The correct journey starts
Tasks, reminders, and actions are triggered
Everything moves forward automatically.
Every step to turn a contact into a lifetime customer
This is where all the actions live that move one person from first contact to long-term value. Every task is intentional, timed, and connected to the same journey — so relationships grow in a structured, human way.
Nothing is random. Nothing is forgotten.
Welcome and position your brand clearly from the first touch
Build trust through value, follow-ups, and engagement
Guide the contact towards the right offer at the right time
Keep improving the relationship after conversion
This is how single actions become long-term customers — one clear task at a time.
Everything your business need. In one place.
When you are managing your business, tools must be simple and connected. These features help you move from idea to action without confusion or extra setup.
One place for your whole business
Keep your brand, pages, contacts, and tasks together. No switching between tools or losing track of what matters.
Build pages without technical skills
Create pages by filling fields instead of designing from scratch. Your content stays clear and easy to update.
Turn visitors into contacts
Collect leads with simple forms connected to your workspace. Every contact is saved and organised automatically.
Manage Your Contacts
Stay organised day to day
Use plans and tasks to know what to do next. This keeps your work focused when you are working alone.
See Onboarding tasks
Grow at your own pace
Start simple as a solo founder. Add more structure only when your business grows.
Launch Your Website
No setup overwhelm
You do not need to design systems or learn complex tools. Planbrand gives you a ready structure from day one.
See Onboarding tasks
If this feels clear, simple, and powerful, you don’t need a demo to imagine it. You’re already using it right now.
Create your account and start building your own brand in Planbrand — free.
Planbrand systemises and automates brand operations, so fast-moving businesses can launch quickly, adapt easily, and scale without operational drag.
Company Number: 15574003 - Incorporated on 18 March 2024
8 Clock House Parade, North Circular Road, London, England, N13 6BG
131-133 Upper Richmond Rd, London SW15 2SH
+44 204548 2924
info@planbrand.com
