Who is Planeward for?

People who are responsible for a practice and need one place for it: freelancers, coaches, small agencies, and teams. You can also keep a personal workspace. It is not a tool that only manages clients.

Can I use it for personal work and client work?

Yes. Use one workspace for a practice or team, and another for personal lists, or keep them together if that matches how you operate. Membership does not carry across workspaces.

Open the app and sign in with Discord or create an account with email and password. After you sign in, create a workspace.

How does collaboration work?

Invite people by email. They join as members of the workspace or as guests on a project. Roles control who can invite, manage projects, or change settings.

What does Planeward cost?

Your first workspace is Hobby, which is free. Pro is $15 per seat with a 5-seat minimum and adds sites, workflows, and the API. Additional workspaces you own each need Pro. Enterprise is custom. Workspace invoices bill your customers, not Planeward. See Pricing for limits.

Projects, clients, sites, and the jobs between them

The practice, in one workspace.

Plan the work, keep clients and money next to it, publish the site that brings people in, and automate the follow-up you already do by hand.

Create a workspace See how it works

0:00 / 0:00

00 / Product

One workspace. The parts you actually use.

Projects, clients, invoices, forms, sites, chats, and workflows share a workspace. Turn off what you do not need.

Harbor Studio project board for the Northwind website — A project board. Columns are statuses. Cards are tasks.

A project board. Columns are statuses. Cards are tasks.

Projects

Boards, lists, a timeline, a calendar, and a canvas for the same tasks.

Clients

Customers, contacts, and a pipeline of deals in the same workspace as the work.

Money

Invoices, payments, expenses, and a client portal. Your customers pay you.

Forms

Build a form, style it, and read the submissions in the workspace.

Sites

Pro

Multi-page sites, funnels, your domain, and the pixels you already use.

Chats

Channels for the team, including one tied to a project.

Automation

Pro

Workflows, API keys, webhooks, and MCP. On Pro.

Embed

Enterprise

Put a project in front of people who are not workspace members.

01 / From lead to paid

The same workspace, from the first visit to the invoice.

01
A site or a form brings someone in.
02
They become a contact, then an opportunity on the pipeline.
03
The work starts as a project.
04
You invoice from that workspace.
05
A workflow follows up when the invoice sits unpaid.

02 / AI and your tools

Call the workspace. Or let it call out.

Automation and API

01
MCP
Connect Claude or ChatGPT to the workspace. On Pro.
02
Workflow AI agent
A node in the graph that calls OpenAI or Anthropic with a key you store.
03
Form drafts
Describe the form. Planeward drafts the fields. You edit before anyone sees it.
04
API and webhooks
A scoped key out, signed events back. No Slack, Zapier, or Jira app.

03 / Who it is for

Same product. Different job.

For freelancers

Client work and the rest of your week, in one workspace

If you are the delivery person and the back office, you do not need a second stack for invoices or for the page that brings the next client in. Planeward gives you a workspace for projects, customers, invoices, forms, and sites.

For coaches

A workspace for the practice, not a coaching-method tool

Coaches already have a method. Planeward does not replace session notes software or a booking calendar. It holds the work around the practice: what you promised, what is open, who inquired through a form, and who you invoice.

For personal-brand coaches

Brand work and client work, split on purpose

Personal-brand coaches run two kinds of work: the public practice and the private delivery for paying clients. Planeward does not schedule posts. It lets those streams live as separate projects, and the site for the practice can live in the same workspace on Pro.

For small teams

A shared board with clear membership

Small internal teams need a place the work actually lives, not a status slide updated after the fact. Planeward gives you a workspace, roles, a board, and channels next to the projects. It does not invent a program-management office.

For agencies

Delivery, the site, and the invoice in one workspace

A small agency already juggles the client project, the site you are shipping, the pipeline, and the invoice. Planeward keeps those in one workspace. Sites, workflows, and MCP are on Pro. Embedded projects are on Enterprise, which we provision.

04 / Pricing

Start free. Pay when the workspace grows.

Full comparison

Hobby

$0forever

3 members, 10 guests

Create a workspace

Pro

$75/ month

$15 / seat, 5 seat minimum

Start on Pro

Enterprise

Custom

Custom seats and limits

Contact sales

05 / Questions

Straight answers.

All questions

StartPlanewardCreate a workspace.Sign in with Discord or email and password. Your first workspace is free.