Everything You Need to
Run Your Agency
Plan, sell, build, support, and market software — explore the full Platfio toolkit.
Market Software
2 featuresFind and attract clients with outbound prospecting, email campaigns, and conversion funnels.
Outbound Tool
A map-based prospecting tool that helps you identify service businesses in territories and import them as outbound targets.
Funnel Builder
Build pages where businesses can sign up, purchase an application, onboard, and get started — all through a guided funnel.
Plan Software
1 featureDiscovery, personas, user stories, flows, design, and tech stack planning — all in one tool.
Sell Software
3 featuresProposals, estimating, and payment processing to close deals and get paid faster.
Proposal Builder
Turn your project plan into a professional proposal that clients can review, approve, and sign off on.
Payment Processing
Collect one-off and subscription payments from clients in one integrated system.
CRM
A complete CRM for tracking businesses, contacts, pipeline stages, relationship notes, and files — all in one place.
Build Software
3 featuresShip web and mobile apps and deploy them directly to the App Store and Play Store.
App Builder
Build web apps and native Android & iOS apps for your clients from a single platform.
Website Builder
Build and deploy websites for your clients with managed hosting and custom domains.
Deployments
Deploy your clients' apps to the Apple App Store and Google Play Store from one workflow.
Support Software
3 featuresClient portal, ticketing, and onboarding to keep clients happy post-launch.
Client Portal
Give clients a branded portal to view project progress, communicate with the team, and manage their account.
Ticketing System
Track and resolve client issues with a structured support ticketing workflow.
Onboarding Wizard
Guide new clients through a step-by-step onboarding process to collect requirements and set expectations.
Tightly Integrated.
Not Stitched Together.
This isn't a grab bag of disconnected tools. Every feature flows into the next. Here's what a perfect customer journey looks like — all inside Platfio.
Generate a Lead
Prospect with the Outbound Tool or capture sign-ups through the Funnel Builder. Either way, the lead lands straight in your CRM — no manual entry.
Manage in the CRM
The lead is already in the CRM with the full context. Track it through your pipeline, add notes, and schedule a discovery call.
Build a Plan
On the discovery call, use the Plan Builder to capture personas, user stories, flows, design direction, and tech stack — all in one structured document.
Turn It Into a Proposal
Convert the plan into a professional Proposal with packages, pricing, and milestones. Send it to the client — they can review, sign, and add their credit card details right there.
Onboard the Client
Once the proposal is signed, send the Onboarding Wizard. The client fills in their branding, content, and preferences — giving you everything you need before the build starts.
Get Paid as You Hit Milestones
Head to Payment Processing — the client's card is already on file from the proposal. Add subscriptions and invoices from the project milestones and charge them as you progress.
Build the App and Website
Use the App Builder and Website Builder to assemble the product. All the branding and content from onboarding is already loaded in.
Deploy to the App Store & Play Store
When the build is ready, use Deployments to push the app directly to the Apple App Store and Google Play Store — no separate tooling required.
Hand Over via the Client Portal
Send the client their Client Portal. They can access their apps, view and update their payment card, see all invoices, and manage everything from one place.
Support with Tickets
Clients raise questions through the Ticketing System — directly from the Client Portal or inside the app itself. Your team sees everything in one queue.
One platform. One customer record. Every step connected — from first contact to ongoing support.
Ready to get started?
60-day free trial. No credit card. Cancel anytime.