Your business,
quantized into one app.
PlanckCRM is the local first business OS for Mac, iPad and iPhone. Run sales, finance, inventory, shipping, e invoicing and agentic workflows from a single charcoal interface, with a self serve portal your customers actually want to log into.
Dashboard
Discovery 8
Proposal 11
Negotiation 6
Closing 4
Four pillars. One charcoal interface.
Salesforce gave you 12 product names and a six figure consultant. PlanckCRM gives you everything an SMB actually runs on, in one window, with the fit and finish of a native Mac app.
Sales
Close more, faster. Built for sales reps who live on a MacBook and an iPhone.
- Pipeline & opportunities
- Quotes & proposals
- E signature in app
- Email & SMS sequences
- Commission tracking
- Web form lead capture
- Live chat on your site
- Support tickets
Finance
From quote to cash to reconciled in QuickBooks. Without three SaaS subscriptions.
- Sales tax (Avalara, TaxJar)
- Stripe + ACH + Plaid payments
- E invoicing & collections
- Bank reconciliation
- Recurring & subscription billing
- Purchase orders
- Vendor management
- Expense capture (OCR)
Operations
Multi warehouse inventory, native shipping, and a barcode scanner already in your pocket.
- Multi warehouse inventory
- UPS & FedEx label printing
- Zebra & Dymo support
- iOS camera barcode scan
- Returns & RMA
- Reorder forecasting
- Supplier portal
- Light BOM & project / time tracking
Platform
Built like an OS, not a SaaS form. Permissions, audit, API and agentic automation in the box.
- Role based permissions
- Audit log
- SSO (Google, Microsoft)
- 2FA & biometric unlock
- Webhooks + public API
- Custom fields
- No code workflow builder (n8n + MCP)
- Reports, exports, GDPR/CCPA delete, backups
From stockroom to label printer in two clicks.
Track stock across every warehouse, scan barcodes from your iPhone camera, and print a UPS or FedEx label without leaving the customer record.
- Multi warehouse, real time stockOne source of truth across every location, with low stock alerts and reorder forecasting baked in.
- Carriers built inUPS and FedEx labels print directly to Zebra and Dymo. Tracking syncs back to the order.
- Barcode scanner already in your pocketYour iPhone is the scanner. Receive POs, fulfill orders, and audit a shelf in seconds.
- QuickBooks two way syncSales orders, COGS and inventory adjustments flow into your books automatically.
Native apps that feel like Apple wrote them.
A real Mac app for the back office. iPad with Apple Pencil for in person signatures. iPhone for receipts, scanning and on the go updates. All synced, all offline ready.
Customers
Polaris Outdoor
10:30 Demo · Polaris Outdoor
Walk through proposal v3, confirm net 30 terms.
14:00 Onsite scan · Calabria
Receive PO #4421, scan 12 pallets.
16:30 Call · Greenway
Collections follow up, $14,820 past due 18d.
PlanckCRM uses a local first sync engine. Each Mac, iPad and iPhone keeps a real copy of your data and works offline. Updates merge automatically when you reconnect, with no spinners and no data loss.
- Apple Pencil signatures on iPadSign quotes, proposals and delivery sheets in person. Stored as encrypted PDFs.
- Camera as scannerReceive shipments, fulfill orders, and capture expense receipts with OCR straight from your phone.
- Face ID, Touch ID, Stage Manager, SpotlightThe Apple Silicon details Salesforce never bothered with.
- Push notifications, deep links, ShortcutsTrigger workflows from the Action Button or Siri, without opening the app.
Your customers get a real login.
Not a thread of PDF emails.
Every PlanckCRM workspace ships with a branded portal your SMB clients can use on the web, on Mac, and on iPhone. They can pay invoices, see order status, manage their own contacts and download statements without ever calling you.
Web portal
Your subdomain, your logo. Customers log in from any browser to pay, sign, reorder and download.
Mac client app
Native Mac client for accounts that want a real desktop experience. Drag and drop POs and contracts in.
iPhone client app
Tap to pay an invoice, approve a quote with Face ID, or message your account manager.
Invoices & billing
Polaris Outdoor · Account #C 1042 · Net 30
An OS that does the busywork while you sleep.
Drop in n8n nodes and MCP tools to wire up everything from auto appointment booking to collections call sequences. Your CRM stops being a system you use, and starts being a system that runs itself.
- Auto appointment settingInbound leads get qualified, scheduled and confirmed by an AI SDR before a human reads the email.
- n8n workflow nodes1,000 plus integrations and self hosted node support, wired into PlanckCRM events out of the box.
- MCP server compatiblePlug Claude, GPT, Gemini or your own model into your data with first class Model Context Protocol support.
- Collections, dunning, reorder forecastingPre built agent recipes for the boring revenue work no human wants to do twice.
Start free. Scale your team. Run the whole business.
A single user runs PlanckCRM on their own Mac for free. Add cloud sync when the team comes online. Open up a branded customer portal when you're ready to put every client behind a login.
- Users1
- Invoices sentUnlimited (local)
- Attachment storage1 GB
- Customer portal logins0
- ✓ All Sales, Finance, Ops & Platform features
- ✓ Encrypted local SQLite + iCloud Drive backup
- ✓ UPS / FedEx label printing
- ✓ QuickBooks, Stripe, Plaid integrations
- ✓ Email invoices & Stripe payment links
- ✓ n8n workflows (local runtime)
- ✓ Community support
- Users6 incl., $3.99/extra
- Invoices sent100
- Emails sent1,000
- Attachment storage5 GB
- AI tokens (n8n + MCP)50K
- Customer portal logins0
- ✓ Everything in Solo
- ✓ 6 users included, then $3.99 each
- ✓ Real time multi device sync
- ✓ Role based permissions & audit log
- ✓ SSO (Google, Microsoft) + 2FA
- ✓ Encrypted cloud backups, 90 day history
- ✓ Public API, webhooks, n8n + MCP runtime
- ✓ Priority email support
- Users6 incl., $3.99/extra
- Invoices sent1,000
- Emails sent10,000
- Attachment storage50 GB
- AI tokens (n8n + MCP)500K
- Customer portal logins500
- ✓ Everything in Team
- ✓ Branded customer portal website
- ✓ Mac & iPhone client apps for your customers
- ✓ Up to 500 customer logins
- ✓ Custom subdomain & logo
- ✓ Self serve Stripe + ACH payments
- ✓ White label email & SMS
- ✓ Priority chat support
Past 500 customers, or need self hosted?
For SMBs that have outgrown 500 portal logins, agencies running multi tenant clients, regulated industries that need self hosted on your own Mac mini or Linux box, custom SSO/SAML, dedicated infrastructure, or a 99.9% SLA. Pricing scales with seats and customer logins.
Quit your seven SaaS subscriptions.
Run on PlanckCRM.
Drop your email and we'll send you the Mac build and a 14 day Team trial. No credit card.