--- title: "Planally Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planally Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/10027875/Planally/" page_type: "product" language: "en" --- # Planally Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Planally ## What is Planally? Planally is a Workflow Execution Platform, differentiated by Governed Execution. It ensures that important work in an organisation is completed the way it was intended to be. Each step proceeds in the correct sequence, every task carries a defined owner, and every approval is recorded, so responsibility remains clear at every stage. Planally governs how work moves from initiation to completion, whether it's project management, contract management, research and development, new product development, capital project governance, or any other critical workflow. It gives organisations the structure to execute that work with defined ownership, verified accountability, and visibility into what is actually happening, not only what is being reported. Designed for organisations where governance, compliance, and executive oversight matter, Planally ensures that execution follows organisational policy rather than individual interpretation. ## What is Planally used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[Collaboration](https://www.capterra.com/collaboration-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $22 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planally?[Manage this product listing](https://www.g2.com/products/planally/claim_requests/new?auto=true) ## Planally Overview Updated September 2026 AI summary Planally offers cloud-based workflow management and collaboration tools for businesses of all sizes, supporting process automation, task management, document handling, and compliance tracking. With features like a graphical workflow editor, customizable dashboards, AI Copilot, and no-code workflow configuration, it enables teams to design, monitor, and adapt business processes with real-time data and third-party integrations. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planally 5.0 (2) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $22 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.5 (6,068) Value For Money 5.0 (2) Value For Money 4.3 (4,685) Customer Service 5.0 (2) Customer Service 4.4 (4,478) ## Planally alternatives [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.7 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Jira](https://www.capterra.com/p/19319/JIRA/) [4.4 (15,489)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/19319/JIRA/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) ## FAQs about Planally Features and Usability ### What are the key features of Planally? Planally offers no-code workflow management with a graphical workflow editor, rules-based workflow, and business process automation. It also includes task management, assignment management, approval process control, customizable dashboards and fields, forms management, document storage and version control, reporting and statistics, real-time notifications, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Planally starts at $22 per user/month for the Team plan, best for small teams, and $49 per user/month for the Business plan, best for mid-sized teams. Both are hosted on Customer Azure or Planally Cloud. A free trial is available. Team includes up to 2 workflows and 20 structured forms. Getting Started and Support ### What training and onboarding options does Planally offer? Planally provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation and videos offer self-paced reference material for reviewing features and setup steps as needed. Getting Started and Support ### What customer support options does Planally offer? Planally provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support resources are organized across self-service and direct contact options, but no reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 13,904 Workflow Management reviews Capterra data shows that buyers of workflow management software rank the following features as their top priorities: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Planally supports all three of the features reviewers rate highest: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor status across tasks and processes, and automate repeatable steps, allowing teams to improve consistency, save time, and keep projects moving forward. Business Process Automation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Mobile Access 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Collaboration Tools 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Approval Process Control 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Commenting/Notes 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view Reporting/Analytics 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Planally 55 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activities: Any action a user can perform in the system can be specified as an automated action. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Flows: Track products to determine when they are shipped, in transit, or delivered. - Forms Management: Store, manage and track all forms in a centralized location - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Workflow: Create, manage, or update project workflows. - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Updates: If your funding amount ever increases, your firm should be able to provide you with an updated 409a report. - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial [View pricing plan details](https://www.capterra.com/p/10027875/Planally/pricing/) Team $22.00 Per User,Per Month It includes: - Up to 2 Workflows - Up to 20 Structured Forms - Structure & Sequencing - Decision Controls - Visibility & Oversight - Information Governance - Standard Support Level - Standard Training & Onboarding - Limited Workflow Implementation Support Business $49.00 Per User,Per Month It includes: - Up to 5 Workflows - Up to 50 Structured Forms Enterprise Custom Quote Available It includes: - Unlimited Workflows - Unlimited Structured Forms - Comprehensive Training & Onboarding - Embedded Workflow Implementation Support - Priority Support Level - Dedicated Execution Partner - Custom Configurations & Extensions Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MM Moganasundari M. Legal Associate Legal Services ### "Planning with Planally" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 21, 2025 We have had a great experience with Planally overall and the customer service has been responsive and cooperative which we highly appreciate as we work in tight deadlines. We also appreciate the security levels and actions taken by the team to ensure all of our documents remain private and confidential. The beauty of Planally is captured in its ability to customize itself for each user / company without affecting its overall selling point of being a project management tool as this allows any and every industry to participate with it. Pros The ability to track our progresses which are customized to our needs. Cons The layout / design is not necessarily user-friendly for first time users. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 28, 2025 Thank you for your kind words! We’re thrilled to hear that Planally has been valuable to your team. Your feedback motivates us to continue improving and delivering the best experience. MN MOHD NURUDDIN HURAIRAH B. Manager Retail ### "Project Governance in PDB" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 21, 2025 as a project governance focal previously, it helps me a lot to ensure all projects are delivered as per compliance. Pros Centralized view of all managed project in a single platform. I envision planally to one day evolve into a hybrid of project management + project governance Cons There's no project budget tracker function Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 3, 2025 Your feedback means a lot to us! We’re happy to hear that Planally has been helpful, and we’ll continue working hard to enhance your experience. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.