Team Plan is a professional pre-sales-forecasting, estimation, quoting and pipeline planning tool for consultancies, agencies, and engineering teams
Team Plan is a professional pre-sales-forecasting, estimation, quoting and pipeline planning tool for consultancies, agencies, and engineering teams. It combines advanced Gantt scheduling with Monte-Carlo estimation, team workload forecasting, quoting, and AI-powered task generation—everything needed to plan and deliver complex projects with confidence. Estimate With Confidence • Three-point PERT estimation (optimistic, likely, pessimistic) • Critical-path analysis with automatic slack calculation • AI-powered task generation from requirements (Apple Intelligence) • Import PDF documents and let AI convert and summarise them into tasks • Highly customisable PDF exports of your estimates Visual Scheduling • Interactive Gantt charts with interactive bars for scheduling • At-a-glance capacity planning • Resource heatmaps showing availability and overload • Automatic regional holiday calendars • Capacity forecasting and bench-time prediction Team Management • Track utilisation, availability, and capacity • Manage non-billable time (leave, sickness, training, admin etc) • Multi-project allocation dashboards • Role and capability profiling • Customisable working hours Quoting • Multi-version quotes with visual diff comparison • Role-based rates and tax support • Manage multiple rate-cards for flexible pricing • Override rates or apply discounts at a granular level • Beautiful, customisable PDF exports • Export to Excel for detailed cost breakdowns AI-Powered • On-device AI using Apple Intelligence—fast, private, and secure Seamless Workflows • Convert estimates → quotes → projects with one click • No double-entry and no copy-paste • All modules stay in sync automatically Flexible Notes • Rich Text or Markdown notes with tables, links, and drag-and-drop images • Freehand canvas with shapes, sticky notes, and pen tools • Export any text note or canvas to PDF • Lightweight template engine with variable substitution for quickly creating structured notes • Smart links to clients, projects, quotes, and estimates • Global Quick Note window to create a note from anywhere in the app and link to any record Searching & Tagging • Powerful tag system integrated across quotes, estimates, projects, notes, and people • Track skills, certifications, and capabilities via tags • Categorise work by industry, technology, client, and more • Real-time search with token filters and intelligent suggestions • Explore all tags using the interactive Tag Cloud for fast discovery of case studies, reference material, or the right people • Lightning-fast results across the entire workspace • App Intents bring you powerful Spotlight integration and Shortcuts support Your Data. Your Choice. • Full JSON data backup, restore, and sharing • Export individual items or your entire workspace • iCloud sync across your Macs • Works fully offline • One-time purchase—no subscription Import / Export / Share • Generate customisable PDFs for estimates, quotes, notes, and canvases • Export Markdown and Canvas notes as shareable PDFs • Full JSON import/export for complete data control Designed for macOS with a modern UI, keyboard shortcuts, dark mode support, and Apple Silicon performance.
| 序号 | 名称 | 价格 | 货币 | 地区 |
|---|---|---|---|---|
| 1 | 项目 | ¥ 328 | CNY | 中国 |
