In development, waitlist open

Onplana Services

Other tools show your client where things stand. Onplana Services shows you whether you are making money on it.

For consultancies and agencies of up to about thirty people: one record from the deal you win to the schedule you run, the hours you log and the margin you keep, so the thing you sold and the thing you delivered are never two spreadsheets that disagree.

The margin leaks between four records

Utilization is at a record low while pipelines are full, and the work that quietly grows past its scope is the work nobody bills. The numbers are the industry’s own.

66.4%

billable utilization across services firms in 2025, the lowest SPI Research has recorded

SPI Research, 2026 benchmark

78%

of agencies rarely or only sometimes charge for out-of-scope work

Ignition, 2025

57%

lose $1,000 to $5,000 a month to work nobody billed

Ignition, 2025

79%

of creative agencies over-service clients without compensation

FunctionFox, 2025

Sources: SPI Research 2026 benchmark, via Certinia · Ignition 2025 Agency Pricing and Cash Flow Report · FunctionFox 2025 Creative Industry Report.

Deal

A client, a contact, a value in one currency, and how it will bill: hourly, fixed fee, retainer or milestones. Quote it from priced lines and the client accepts on a private link.

Project

Winning the deal creates the delivery project carrying the value, the currency, the client and the billing terms. The thing you sold is the thing you deliver.

Time

Hours land against tasks and get approved. Each hour prices at the cost rate for margin and the billable rate for the client, from a ladder that knows the project and the client.

Margin

Revenue against cost per client, per project and per person, with the change since last period split into rate, volume and mix, and unbilled asks grouped where you can see them.

One record, four views. A deal that becomes a project cannot be re-keyed wrong, an hour that lands on a task cannot be lost between systems, and a margin figure that comes from those hours cannot be argued with at the month-end meeting.

The commercial half of a services firm

Onplana already runs the delivery. This is what sits around it.

Clients, not just projects

Companies and the people inside them, with every engagement, request and invoice-worthy hour hanging off the client rather than scattered across unrelated projects.

A pipeline that becomes delivery

Track deals through your own stages. Winning one creates the delivery project carrying its value, currency and client across, so the thing you sold and the thing you deliver are the same record.

Margin per engagement

Cost against revenue per client and per project, with the change since last period split into rate, volume and mix, so a bad month tells you which of the three moved.

Expenses that know who pays

Log an expense as rebillable or absorbed. A rebillable one nets to zero margin rather than inventing profit; an absorbed one reduces it. The arithmetic matches how you actually bill.

A client portal that shows one client their own rows

Publish a view and scope it to the signed-in visitor, so each client sees their engagement and nobody else’s. A row nobody owns is served to nobody.

Scope creep you can point at

Client asks are linked to the client, so the ones that quietly became work are grouped separately from the ones you renegotiated. A place to look, not an accusation.

What it will cost

$24per seat, per month

Or $19 per seat a month billed annually.

Occasional people do not need a seat: a guest logs time and expenses on the projects they are invited to, free within your plan's guest allowance.

Everything Onplana does, plus the commercial layer
Clients, contacts and a pipeline that becomes delivery
Quotes from priced lines, accepted by the client on a private link
Margin per client and per engagement, with the drivers
Rebillable and absorbed expenses
A client portal scoped to each client

Separate from Onplana’s own plans, which is why it is not a row on the Onplana pricing page.

What firms ask us

How is this different from Onplana?

Onplana runs the delivery: schedules, timesheets, capacity, earned value. Onplana Services adds the commercial layer around it, the clients, the pipeline, the margin and the expenses. If your question is whether the work is on track, Onplana answers it. If your question is whether the work is profitable, this does.

Is it a plan on the Onplana pricing page?

No, it is a separate product with its own price, which is why it has its own page. The Onplana pricing table compares one ladder of six tiers and Services offers two of them, so putting it in that table would misrepresent both.

Does it do invoicing or accounting?

Not today. It works out what an engagement earned and what it cost, and expenses carry a rebillable flag, but raising the invoice and posting to your ledger still happen in your accounting system. Connections to those systems are being built and are not available yet.

When can we buy it?

Not yet, which is exactly why this page ends in a waitlist rather than a checkout. The product is built and running; the buying path is not finished. Join the list and we will come to you when it opens, and we would rather hear what you need before then than after.

Which firm are you?

A CRM for consultants

Why a sales CRM stops being useful the day a deal becomes a project, and what a consultancy needs instead.

Read

PSA for a small consultancy

Where the spreadsheet breaks, what professional services automation should cost under thirty people, and what to expect from it.

Read

Architecture and engineering

Firms that plan and bill by phase

A design practice plans by stage and bills at each sign-off. Two templates lay a building project out that way: each stage is a phase, each phase ends in a client sign-off milestone, and every task carries hours. Quote the fee as one milestone line per stage; the client accepts on a private link, and each share is recognised as its sign-off completes.

RIBA Plan of Work 2020

Stages 0 to 7 as phases, a client sign-off per stage, 22 tasks with hours.

See the template

AIA design phases

SD, DD, CD, bidding and CA as phases, an owner approval per phase, the customary 15/20/40/5/20 split.