Create your workspace
Create your account and name your Team. Your Dashboard will guide you through setup.
Modular. Flexible. Yours.
Your work is unique.Your system should adapt.
Keep your records and everyday work in one place. Choose the modules your Team needs, give people the right access, and add more as your work grows.
Free to create an account
A closer look
See how the pieces fit.
Choose a workflow, then follow it from the first record to the next step.
Keep customer work moving.
Keep customer details close to the orders and invoices they belong to.
Plugvera workspaceExample data
Workspace / Customers
Customers
| Customer | Details |
|---|---|
| Northline Studio | 2 contacts |
| Juniper & Co. | 1 contact |
| Harbor Workshop | 3 contacts |
Store contacts, addresses and notes with the Customer.
Start with one part of your day.
Plug in your modules
Choose the tools for the work you want to organize first. You can add others later.
Bring your work in
Add your first records, adjust the fields you need, and invite the people you work with.
One platform. Your mix.
Business
Customers
Keep customer details, contacts, addresses, notes, and history in one place.
Education
Students
Manage student records, guardians, contacts, custom fields, notes, and history.
Multipurpose
Calendar
Plan shared team events, assignments, recurring work, and related records.
Plans & pricing
One Team plan. Your choice of modules.
Your plan covers the records your Team keeps across its modules.
Free
$0 / month
Up to 1,000 records
- All available modules included
- Team and module permissions
- Fields that fit your workflow
Starter
$5 / month
Up to 5,000 records
- All available modules included
- Team and module permissions
- Fields that fit your workflow
Essential
$9 / month
Up to 10,000 records
- All available modules included
- Team and module permissions
- Fields that fit your workflow
Plus
$14 / month
Up to 25,000 records
- All available modules included
- Team and module permissions
- Fields that fit your workflow
What counts as a record?
A Customer, Order or Invoice counts as one primary record. Contacts, notes and line items do not. Some modules count more than one kind of record, such as Gradebooks and Assignments.
A simple example
50 Customers + 30 Orders + 20 Invoices = 100 records. Archived records still count. Permanent deletion releases their capacity.
Prices shown are the current published monthly terms in USD. Your Team’s assigned terms and available upgrades are shown in its Record Plan.
Before you start
A few practical answers.
Do I pay separately for each module?
No. Available modules are included in your Team’s record plan. Plug in the ones you need; your plan is based on the primary records your Team retains.
What happens if I unplug a module?
It disappears from your workspace, but its records, settings and permissions are retained. Plug it back in to use them again. Those retained records still count toward your plan.
What happens at the record limit?
You can continue working with existing records. Creating another primary record requires more capacity. The Team Owner can view available upgrades from the Record Plan control in navigation.
Can I bring in my customer spreadsheet?
Customers supports CSV import with column mapping and a review before creation. It creates new Customers using supported existing fields. It does not merge or overwrite existing Customers.
Who can see and change records?
The Team Owner assigns access by module. Viewers can read, Users can carry out everyday work, and Admins can also manage module settings where supported.
Can I download invoices and grades?
Invoices offers PDF and Excel documents. Gradebook offers CSV export. Export options depend on the module; a workspace-wide export is not currently available.
Where can I ask for help?
Sign in and open Support to ask a question, report a problem or request a feature. You can follow responses and updates there.
Put your next workday in order.
Create your Team, choose a module, and start with the records you use every day.