Planar is a single platform where you run your entire business. Sales, projects, invoicing, inventory, scheduling, customer communication—it's all here, connected and working together. Instead of switching between separate tools that don't talk to each other, you get one system where information flows naturally from one function to the next. When a quote becomes a job, then an invoice, then a payment, it happens in one place.
Your team sees what they need, when they need it, without the friction of disconnected software.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options, and undergo regular penetration testing by independent security firms. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance.
Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Do you integrate with the tools my team already uses?
Yes. Planar connects to the software you rely on—accounting systems like Xero and QuickBooks, payment processors, email platforms, calendars, and more. Data syncs automatically, so you're not copying information between systems or dealing with version conflicts.
For anything beyond our standard integrations, our API gives you full access to build custom connections. Most teams find they need fewer external tools once they're on Planar, but we make sure the ones you keep work together properly.
How difficult is onboarding?
Most teams are up and running within a few days, not weeks. We handle data migration from your existing systems, configure the platform to match your business structure, and provide hands-on training for your team. You'll have a dedicated onboarding specialist who understands your industry and can translate your current workflows into Planar. We don't just hand you documentation and wish you luck—we stay with you until your team is confident and your operations are running smoothly on the platform.
What kind of support do you offer?
Real support from people who know the product. Every customer gets access to our support team via chat, email, and phone during business hours, with priority response times based on issue severity. You're not talking to a script—our support staff can actually solve problems and make configuration changes on your behalf when needed.
We also provide a comprehensive knowledge base, video tutorials, and regular webinars. Enterprise customers get a dedicated account manager and access to 24/7 emergency support.
How does your pricing work?
Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.
Can I customise the platform to match my workflows?
Extensively. Planar adapts to how you work, not the other way around. You can create custom fields, build your own workflow automations, design templates for documents and communications, and configure dashboards for different roles. Permission structures are granular—you control exactly who sees what and who can do what. For businesses with complex requirements, our professional services team can build deeper customisations.
The goal is a system that reflects your operations precisely, not a generic tool you have to work around.
