Customers

Bring your customers requests closer to what you build

Capture customer requests, link them to work items, and prioritize your

roadmap by the people behind every ask.

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Join 50,000+ teams
that actually enjoy work

The system of record for
who you build for

Planning splits across boards, backlogs, and status syncs. Cycles put it in one place.

Rich customer profiles out of the box

Name, email, website, employees, industry, stage, contract status, and revenue built in.

Filters that go as deep as you need

Account tier, region, renewal date, CSM owner. Add fields and start using them.

Requests that connect asks to delivery

Each request links to source URLs, work items, and epics automatically.

CAPTURE REQUESTS

Track what customers need without losing it in a thread

Sales call, support ticket, email thread, or Slack message. Add source links so context travels with the request.

Create requests directly inside customer records
Attach source URLs for full traceability
Link requests to work items and epics

CUSTOMER CONTEXT ON WORK

Every work item shows the customers behind it

Plane adds a Customers field to every linked work item and epic automatically. Engineers see who they're building for without leaving the item.

Customers field on every linked work item
Hover over a customer name for full profile
Filter your backlog by customer or revenue

AI that connects customer context before your team has to

Surface impacted customers

AI identifies which customers are affected by a work item based on linked requests and past patterns. No manual cross-referencing.

Summarize customer requests

One click condenses a customer's open requests into a prioritized summary. Share the full picture without reading every thread.

Beyond the record

Small details that make customer tracking easy to love

Designed to keep customer context accessible, not buried.

Logo and website on every record

Spot the right customer instantly with company logos and websites on every record.

Bulk link work items

Select multiple work items or epics and connect them to a request in one action.

Source URLs on requests

Attach the original email, Slack thread, or support ticket URL to any request.

Filter by customer on work items

Slice your backlog by customer to see exactly what's in flight for any account.

Edit inline

Update customer properties, request details, and links without leaving the record.

Workspace-wide customer list

Browse all customer records from one view with logos, websites, and key properties at a glance.

Connected features

Customers connects to everything downstream

Customer context flows into every part of how your team plans, triages, and delivers.

Your customers. Your infrastructure.

Everything you get on cloud, deployed on your infrastructure. Same speed, same capabilities, zero trade-offs.

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Install in under 10 minutes
Deploy on Docker or Kubernetes
One-click backups
God mode for instance config
Air-gapped available
Migrate from Jira DC seamlessly
Admin panel for SMTP, auth, and more
Prime CLI to manage your instance

Enterprise-grade security, compliance, and control

Plane is built for teams where trust boundaries matter. Certified, encrypted, and governed for organizations that take security seriously.

Certified across four compliance standards

SOC 2, ISO 27001, GDPR, and CCPA compliance out of the box. Independently audited, continuously monitored.

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Fully committed uptime SLA

Automatic backups, real-time scaling, and multi-layer failovers. Built to stay up when it matters most.

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Identity and access at every layer

SSO, SAML, and LDAP across every workspace. Authenticate your way.

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