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What is PlanMan?

PlanMan is a cloud-based project management solution designed specifically for architects and urban planners, offering an extensive set of features that enhance administrative processes and improve overall productivity. Users can manage an unlimited range of clients, projects, quotes, and invoices, all securely housed in one convenient platform. The software’s integrated cloud storage ensures that all project-related documents are readily accessible, eliminating the need for outdated shared network drives. Each project is equipped with a dedicated chat room to facilitate real-time communication, and client emails are systematically organized within their respective projects for easy access. Additionally, PlanMan offers a client portal where clients can view their inquiries, quotes, projects, documents, and invoices at any time, enhancing transparency and communication. Users can also process invoice payments online through seamless integrations with payment platforms like Stripe or GoCardless. The software encourages collaboration with co-consultants, allows for the creation of quotes from customizable project templates, and enables the generation of invoices for both clients and suppliers, guaranteeing a holistic management experience. Furthermore, this platform streamlines workflows for professionals in the industry, significantly enhancing project oversight and operational efficiency. By integrating these features, PlanMan not only simplifies tasks but also empowers teams to focus on delivering high-quality outcomes.

What is OOTI?

The invoicing module automatically generates invoices as your production progresses, helping to mitigate payment delays by providing alerts for any overdue invoices. This functionality is complemented by OOTI's financial analytics, allowing real-time monitoring of budgets, expenses, and profitability. Furthermore, the automated financial projections derived from your projects enable you to identify trends and make strategic decisions. The integrated project and resource management system presents a detailed view of your company's scheduling and project timelines, along with in-depth assessments of time dedicated to each endeavor. Tailored to meet the specific needs of your industry, this comprehensive solution facilitates seamless management of vital components such as opportunities, projects, resources, invoicing, and finances. You will benefit from extensive financial analysis and forecasting, which will inform your decision-making for the future of your business. By streamlining the invoicing process, you not only guarantee compliance and efficiency but also ensure that invoices align with project milestones. This optimized method not only conserves time but also significantly boosts overall operational efficiency, allowing you to focus on growth and innovation. As a result, you can confidently steer your business towards success while keeping everything organized and on track.

Media

Media

Integrations Supported

FreshBooks
GoCardless
Stripe
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

$14 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanMan

Date Founded

2021

Company Location

United Kingdom

Company Website

www.planman.app/

Company Facts

Organization Name

OOTI

Date Founded

2018

Company Location

France

Company Website

www.ooti.co

Categories and Features

Architecture

Not specified

Urban Planning

Not specified

Categories and Features

Architecture

Contact Management
Contract Management
Project Management
Quotes/Proposals

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Multi-Currency
Online Invoicing
Project Billing
Tax Calculator

Invoice Generators

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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