Bill customers on a schedule and let Planes create and send each invoice; invoice emails carry a pay link that never expires and a PDF; overdue invoices are visible and reminded automatically; customers can save a card on file from the pay page and stop automatic payments themselves.
Bill on a schedule. Weekly, every N weeks, monthly (on a billing day), quarterly or annually — Planes creates each period's invoice and sends it, or leaves it as a draft for your review. A live preview shows the upcoming periods while you set it up, and a period is never billed twice.
Pay links that never expire. Invoice emails carry a "View and pay invoice" link to a branded pay page; the old Stripe Checkout links died after 24 hours.
Every invoice as a PDF, attached to the invoice email by default, downloadable from the invoice page and the customer's pay page.
Overdue invoices are visible and reminded. An Overdue tab, a red "N days overdue" badge, a dashboard card, and automatic reminder emails at 3, 7 and 14 days (configurable) with the pay link.
Cards on file. Customers can save a card from the pay page after reading exactly what they authorize, and remove it — or stop automatic payments — themselves. The business is told when they do.
Change the price from a date, with a preview. Adjust a schedule's lines from an effective date, see six periods before and after, and keep a version history; add a one-off charge or credit to the next invoice with a suggested proration.
Recurring billing is live with scheduled invoices, durable pay links, PDFs and reminders; opt a contact or customer out of marketing or calls from the record; the email dropbox now captures only mail involving people you designate; pipeline stages get Won/Lost outcomes and a Status filter; and QuickBooks payments stop double-counting.
Opt-out controls on the record. Opt a contact's email or phone, or a customer, out of marketing email or calls and texts right from the record, and see why someone is opted out and since when.
The email dropbox captures only what you choose. Dropbox mail is stored only when a person you designate is on it; a company-domain match links mail to the right customer; a review page with dismiss, ignore-sender and an "unverified sender" badge.
Won / Lost on pipelines. Mark end stages as Won, Lost or Other and filter Opportunities by Open, Closed, Won or Lost.
Log client meetings — title, time, attendees, summary, action items — from a company page; they appear on the company's Conversations card and Activity timeline, and meetings whose attendees point at several companies wait in a review queue with one-click matching.
Log a client meeting (title, when, how long, who attended, summary, action items) from a company page. It appears on the company's Conversations card and in its Activity timeline as a "Meeting" entry.
A conversation page shows the summary, attendees, action items and the linked company.
Review queue. When a meeting's attendees point at more than one company, it waits under Conversations with one-click Match to choices, plus "Other company…" and "Ignore".
Your team is recognized automatically. Attendees on your company's email domains count as staff; admins can review the inferred domain list.
Meetings join Notes, Calls, Emails and Texts in the timeline's Meetings filter.
Conversations is live for logging client meetings; pipeline transitions can be marked automatic-only so they fire from events but never show as buttons; stage reminders stop firing for deleted records; and the groundwork for plans and seats lands behind the scenes.
Automatic-only transitions. Mark a pipeline transition "automatic only" and it fires from events and automations but never appears as a button — so "Message Sent" cannot be clicked by hand.
Stage reminders are quieter and more accurate: they no longer fire for deleted records, and a batch of records moved together each get their own reminder.
Two launches — tunable roles enforced on every surface, and an Ortto connector that keeps lists and unsubscribes in step — plus 'Move back' buttons on pipelines, editable contact roles, working-hours warnings, and Marketplace under Admin.
Planes and Ortto now share your email lists and unsubscribes. Push Planes lists to Ortto as tags, pull Ortto audiences into Planes, and let opt-outs flow in both directions — safely.
Push Planes lists to Ortto. Anyone on a mapped Planes list is tagged in Ortto as planes:<list name>; people added get the tag and people removed lose it. Smart lists work too. Build an Ortto audience on the tag once and it follows the Planes list from then on.
Pull Ortto audiences into Planes. An Ortto audience becomes a Planes list marked Synced from Ortto. People are matched by email, customers preferred over contacts; anyone new can be added as a contact (optional).
Unsubscribes flow both ways. Unsubscribe in Ortto → opted out of marketing email in Planes. Opt out in Planes → unsubscribed in Ortto when the person is on a pushed list.
Re-subscribes are handled safely. A re-subscribe in Ortto only reverses an opt-out that Ortto itself caused. Opt-outs made by your team, by an unsubscribe link, or by a STOP reply are never undone by Ortto.
Sync every 15 minutes, Planes-side changes reach Ortto in about 30 seconds, and Sync now runs everything or a single list with live status.
Planes now enforces one set of role permissions everywhere — web, API, API keys and AI assistants — and admins can tune what Sales, Service, Production, Sub and Readonly roles may do from Settings → Roles, with a history of every change.
One set of permissions, enforced everywhere. What a role may do is now the same rule on the web, the API, API keys and AI assistants (Claude, ChatGPT, Planes' own assistant). There is no longer an "admin only" shortcut that a screen or a tool could get wrong.
Changes take effect immediately. A promotion, demotion or deactivation applies on the person's very next request — no logout, no waiting for a session to expire.
Admins can tune roles. Settings → Roles shows every role's permissions as a grouped matrix in your company's own vocabulary; change what Sales, Service, Production, Sub and Readonly can do, review the diff, save. Some permissions are locked on purpose.
Refusals explain themselves. "Your role (Sales) can't delete Customers. Ask an admin to change the Sales role." — and admins see a "Change this" link straight to the right cell.
Tasks are personal by default. You see tasks assigned to you or your team; admins and roles given "See all tasks" see everything.
Sales, Service, Production and Read-only users now see the pages their permissions already allowed; publishing a new pipeline version lets you review and move open records onto it; double-booking and working-hours warnings in scheduling; signed contracts keep their signature; and dozens of fixes from design partners.
Non-admin roles see what their permissions allow. Sales, Service, Production, Subcontractor and Read-only users now see the module pages and record cards their company has turned on — Contacts, Tasks, Comments, Schedule, properties, trades, "Got paid" and more. Previously much of this was hidden behind an "admin only" rule.
Pipeline versions you can move onto. When you publish a new version of a pipeline, open records stay on the version they started on — now you can review and move them onto the new version from the builder, with a dry run first, a per-record audit, and history that shows stage names from any version.
Scheduling warns you. Assigning someone who is already booked, or outside their working hours, shows an amber notice (it never blocks saving). Deleting a customer ends its recurring schedules and cancels upcoming visits.
Recent sort. One click puts the records you opened most recently at the top of Customers, Contacts, Opportunities and Jobs — personal to you.
Signed contracts keep their signature on the contract page and in the downloaded PDF.
Merge two companies with a preview; log calls and emails by hand on any record; give tasks assignees; sort and page every list; BCC a company dropbox address to log email automatically; deposit percentages on contract templates; and a batch of calendar fixes.
Merge duplicate companies. From a company page pick the survivor, preview exactly which fields are kept, filled in or dropped and what moves, then confirm. Old links land on the survivor with an explanation. Opt-outs are never lost in a merge.
Log a call or an email by hand on any customer, contact, property, opportunity or job, with an Activity timeline on each.
Tasks have assignees — a person or a team — with inline reassignment and an Assignee filter.
Email dropbox. BCC your company's dropbox address (or forward mail to it) and the email appears on the matching customer's timeline; anything that doesn't match waits in a new Communications review page.
Sort and page every list. Customers, Opportunities and Contacts sort by column header; Lists show member counts; the Contacts page shows the real total and pages past 25.
The in-app Help Center opens from the account menu; your AI assistant can send email from your real Gmail address; attach Google Drive links to records; custom fields reach customers and opportunities; and a fix for the contract button that cancelled instead of revising.
The Help Center is live. Open Help from the account menu (top right) for task-based articles across every area of Planes, with instant search. Your AI assistant can search the same articles.
Send email from your real Gmail address through your AI assistant — threaded under the conversation you are replying to, never from a Planes address.
Attach a Google Drive link (or any secure link) to a customer, opportunity, job or estimate. Planes keeps the link, never a copy of the file.
Custom fields now show on customers and opportunities, not only contacts.
A summary of what Planes shipped before September 2026: the public website, companies and contacts with their own pipelines and sequences, tags and lists, teams, tasks and comments, two ways to take card payments, usage and billing, crew availability, event-driven automations, a customizable sidebar and record names, and a developer portal with a TypeScript SDK.
Planes has a front door. planescrm.com is live with the product story, a pricing page you can build your own plan on, industry pages for home organizing and roofing, a blog, and a short "Request your runway" form that starts a conversation with a real person.
Companies, not just people. A customer can be a company with several contacts at it, each with a role, their own emails and phones, and their own relationship pipeline and follow-up sequences. Tags and lists turn your book into audiences you can export.
Your team, in the record. Put a person or a whole team on a customer, opportunity or job; hand out tasks that can move a pipeline forward when they are done; discuss any record in comments with @mentions that notify the right people.
Take card payments two ways. Connect the Stripe account you already have (no platform fee), or let Planes set one up for you in a few minutes.
See what you use. Settings → Usage shows every metered capability against its allowance, and Settings → Billing is where paid modules and AI credits live.
Know who is free. Set working hours per person, flip the calendar to Open Slots to see everyone's open time, and create events from the calendar with the people who should be on them.
Pipelines that move themselves. A transition can advance automatically when a contract is signed or an invoice is paid, and new automation actions send contracts and invoices for you. Everything deterministic now lives under Automations, separate from AI agents.
Planes speaks your language. Reorder, hide or rename sidebar links for your whole company, and rename record types (Customers → Clients, Jobs → Projects) everywhere they appear.
A home for developers. developers.planescrm.com carries accurate docs, and the TypeScript SDK (@planes/sdk) covers contacts, activities and tags alongside the rest of the API.