Who it's for · Teams & multi-branch

Your organisation, drawn like a plan.

Branches, teams, client accounts — drawn the way we draw everything: workspaces as buildings, folders as rooms, people on the plan. Structure costs nothing. You pay for plans, only plans.

PENARTH HQ
PENARTH BRANCHWORKSPACE · HQLETTINGSSALESVALUATIONSARCHIVE
Scroll — each step draws its own plan
STEP 01 · FOLDERS

Structure inside every workspace.

Lettings, sales, valuations, archive — folders keep each workspace tidy. Plans live in folders; folders live in workspaces; everyone knows where everything is.

  • FOLDERS Unlimited, in every workspace
  • PLANS Filed, findable, shareable
FOLDERS · FILED PLANS
LETTINGS54 PLANSSALES38 PLANSVALUATIONSARCHIVE
STEP 02 · TEAM

People on the plan. Roles that hold.

Owner, admin, member — three roles, clearly drawn. Admins manage the workspace and team; members build plans. Watch Sam get promoted on the plan.

  • OWNER One per workspace · can transfer
  • ADMIN Manages members & settings
  • MEMBER Builds and edits plans
THE TEAM · ROLES
RBOWNERJPADMINSMMEMBERSam M.AKMEMBER
STEP 03 · BRANCHES

A workspace per branch.

Multi-branch agency? Each office gets its own workspace — own folders, own team, own branding — switch in one click. The estate grows; the canvas grows with it.

  • SWITCH One account, every branch
  • BRANDING Per-workspace logos & styles
BRANCHES · ONE ACCOUNT
PENARTH · HQ4 FOLDERS · 23 PEOPLECARDIFF3 FOLDERS · 12 PEOPLEBARRY2 FOLDERS · 5 PEOPLE
STEP 04 · CLIENTS

Or a workspace per client.

EPC assessor? Fire risk assessor? Spin up a workspace per client — their plans stay theirs, cleanly separated. No extra cost. Not ever.

  • £0 Workspaces are free — make fifty
  • SEPARATION Each client's record stays its own
CLIENT WORKSPACES · £0
HARTLEYLETTINGS · 26 PLANSORCHARDDENTAL · 4 PLANSST FAGANSPUB CO · 11 PLANSNEW CLIENTCREATED · £0
STEP 05 · THE BILL

You pay for plans. Nothing else.

Workspaces, folders, structure — all free, however many you need. The only thing on the bill is the thing that earns you money: the plans.

  • FREE Workspaces · folders · switching
  • PER PLAN Billing follows the work, not the org chart
6WORKSPACES · £0
9FOLDERS · £0
23PEOPLE · £0
390PLANS — YOU PAY

Structure is free. Plans are the product.

Branches, teams, client workspaces, folders — build the organisation you actually have, and only ever pay for the plans it produces.

Start building