Run every client brand in one powerful system.
Agencies thrive on clarity and trust — and that’s exactly what Planbrand delivers. Instead of juggling multiple tools and messy handovers, you get one secure hub to manage every client’s brand, pages, forms, products, and pipelines. Impress clients with branded dashboards, automate updates, and keep projects moving without the chaos. The same system we use to run Planbrand itself — now built for you to deliver more value to every client you serve.
You will love Planbrand, if you love any of the platforms below.
From Chaos to Control: The Agency Systems Fix
Agencies collapse when systems are scattered. Planbrand works like Lego for your business — every client, asset, and workflow clicks into place. The more you build inside it, the stronger, clearer, and more scalable your agency becomes.
| If you are… | With Planbrand… |
|---|---|
Running clients across 6–8 tools with no central control Struggling with duplicated brand colours and design systems Switching between client workspaces and losing all context Rebuilding task boards from scratch for every new account Watching teams ask “which client is this task even for?” Losing pipeline clarity as every CRM looks different per client Burning hours approving forms, assets, and tickets manually Paying for extra tools just to send basic branded reports Breaking team structures every time a new client comes in Growing means only to add more chaos, stress, and overhead | Every brand asset — from SVGs to brandbooks — in one hub Brand colours, fonts, and systems applied globally by default All clients run inside one workspace — no switching, no chaos Task templates auto-load for every new client instantly Every task, page, and form is tagged to its brand automatically CRM pipelines unify clients while keeping brands separate Client forms trigger automated approvals, tickets, and tasks Reports, emails, and dashboards are branded automatically Team roles and structures scale seamlessly with each client Agency growth multiplies revenue with productised services and journeys |
Everything your brand needs, in one system.
Connected tools that grow with you.
Planbrand brings every part of your business into one safe hub — from sales and products to pages, tasks, and contacts. Each feature is built to connect with the others, so the moment you move your brand into Planbrand, you start systemising your business. That means less chaos, more clarity, and a foundation that scales as you do.
Workspace is your safe hub where all modules connect. From here, you can see sales pipelines, active tasks, contacts, and overall progress. It keeps you in control, no matter how many brands you run.
Workspace
One clear screen to track all brands, tasks, and growth. • Verified by Planbrand
Planbook is your roadmap. Whether it’s onboarding, launching a new product, or scaling, Planbook breaks everything into tasks with due dates and ownership — making big goals manageable.
Planbook
Clear tasks and journeys that guide you and your team. • Verified by Planbrand
Brands give every project its own dedicated space while staying under one Workspace. You can create unlimited brands, assign team access, and keep their data safe and connected.
Brands
Verified by Planbrand
Products aren’t just listings — they connect to pages, forms, and contacts. When someone buys, your CRM updates automatically and workflows trigger, so sales and delivery stay in sync.
Products
Verified by Planbrand
Personas let you map real client types into your system. Every product, page, and automation can target a specific persona — giving you clarity and control over growth.
Personas
Personalised flows for every type of user. • Verified by Planbrand
Forms capture leads, feedback, or orders without leaving Planbrand. Every entry connects to contacts, triggers personas, and updates your CRM, keeping your brand’s data alive and actionable.
Forms
Every submission links straight to your contacts and plans. • Verified by Planbrand
The Page Builder lets you launch fully branded websites, landing pages, and funnels directly inside Planbrand. Every page connects with your products, forms, and CRM — so clients don’t just visit, they take action that’s tracked and systemised.
Pages
No plugins, code, or extra tools. • Verified by Planbrand
Contacts store the full history of everyone linked to your brand — from form submissions to purchases. They connect directly to emails, products, and plans, giving you the full context before you take action.
Contacts / CRM
A clear record of every interaction. • Verified by Planbrand
Planbrand’s email system isn’t just for sending — it’s for connecting. Every email is tied to contacts, forms, or products, so your communication is always relevant and measurable.
Emails
Emails connect directly with your CRM and workflows. • Verified by Planbrand
Settings let you control Planbrand’s behind-the-scenes details — from domains and email setups to branding and security. It’s where you ensure your workspace reflects your brand identity and runs safely.
Settings Configure your system the way you need.
Configure once, apply everywhere. • Verified by Planbrand
Roles let you set clear permissions for founders, managers, contributors, and viewers. This ensures safety, avoids confusion, and keeps brand operations smooth as your team grows.
Roles
Define who sees and edits what. • Verified by Planbrand
Planbrand connects with Stripe so you can take payments safely without third-party checkout tools. Every purchase links back to your products, contacts, and automations — giving you a seamless flow from sale to delivery.
Stripe Integration
Orders log directly into your CRM. • Verified by Planbrand
Connecting a custom domain makes every Planbrand page feel fully yours. With SSL included, your brand looks professional, builds trust, and protects your visitors — without the tech hassle.
Custom Domain (SSL Included)
Review owner last name • Verified by Planbrand
Planbrand’s SMTP integration lets you connect your email domain, so every message — from forms, products, or journeys — is delivered from your brand. This boosts credibility, keeps you out of spam, and makes communication feel personal.
SMTP
Sync every message with your CRM. • Verified by Planbrand
Planbrand keeps you updated with branded, real-time notifications that feel like part of your system — not random app alerts. Whether it’s a task completed, a new lead captured, a form submission, an order placed, or someone tagging you in a note, you’ll always know what’s happening
Notifications
Keep clients and teams in sync. • Verified by Planbrand
Run multiple clients with absolute clarity
Manage unlimited client brands inside one workspace. Each client gets its own pages, products, personas, and funnels — fully separated yet linked under your agency view — so you can deliver consistent results at scale without losing control or team structure.
Structured client workflows, not scattered chaos
Stop drowning in client briefs across Slack, WhatsApp, and endless emails. With structured workflows, every client request arrives through branded forms and triggers the right plan — so your team knows exactly what to do, when to do it, and who owns it.
Freelancers’ Questions, Answered.
Everything you need to know before running your freelance business on Planbrand.
Freelancers usually ask the same things: Can I manage multiple clients in one place? Do I need to pay extra for emails, domains, or invoices? Will it make me look professional? We’ve built Planbrand to answer all of these with a simple “yes.” This is the one platform that replaces the mess of scattered tools and gives you a system that grows with you.
See how Planbrand transforms agency work.
Answer a few quick questions so we can show you exactly how Planbrand works for your agency.
This form helps us tailor your demo to agency life. Share how you currently manage clients, projects, and tools — we’ll show you how Planbrand makes it easier, faster, and more profitable.
Planbrand for Agencies Demo Form
Made with Planbrand
We don’t just build Planbrand — we run everything on it. This website was built in Planbrand. The forms you see, the auto emails you receive, the leads we manage, support tickets, sales, orders, and client projects — everything you’ve seen (and will see) is handled inside Planbrand, without a single external tool.
