i-Planner
i-Planner is a bootstrapped German SaaS vendor offering a web-based CRM, commission billing, activity management, and customer portal tailored to financial advisors and insurance brokers operating in the German market, distributed via per-seat subscription pricing and direct online sales.
- Company typePrivate
- Founded1997
- HeadquartersGräfelfing, Germany
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What i-Planner does
i-Planner is a German SaaS company that operates i-Planner GmbH, headquartered in Grafrath near Munich, providing web-based CRM and sales software specifically tailored to financial advisors, insurance brokers, and financial sales organizations operating in the German market. The platform unifies customer relationship management, activity management, inventory management with 60+ predefined insurance lines and tariffs, commission billing/settlement, real-time analytics dashboards, and a customer-facing portal into a single subscription product. Underlying technology is a browser-delivered SaaS application with an ISO 27001 certified German data center, SSL-encrypted transmission, JSON-REST API for external integrations, and adapters for industry-standard protocols including BiPRO/GDV contract data synchronization.
The product is modular: a Dashboard module delivers BI-style analytics on customer, contract, billing, and sales staff performance; an Activities module provides calendar, task, sales opportunity, and phone note management; an Inventory Management module centralizes customer, contract, and document data; a Billing module handles commission calculation, distribution, and statements; and a Customer Portal extends a digital contract overview to end-clients. An open JSON-REST API and over ten pre-built integrations (XPS Finanzanalyse, Softfair AkquiseCenter, ProCheck24, VEMA, InnoSystems SNIVER, ConceptIF, Dr. Kriebel, Finanzplaner Pro, Google Calendar, Microsoft Outlook/Word) position the platform within the German financial advisory technology stack.
i-Planner generates revenue exclusively through SaaS subscriptions on a per-seat basis with three published tiers — Basic at €29/month/user, Standard at €49/month/user, and Professional at €69/month/user (annual billing; higher with monthly billing and shorter terms) — plus add-on modules for commission billing and customer portal at €99/month per company, and a Priority Support SLA available on Professional. Distribution is direct and product-led: a free 4-week trial via i-planner.cloud converts to a paid subscription, supplemented by inside sales support, 8x5 email/phone support, and dedicated onboarding contact during the first 30 days. The company is bootstrapped with no external institutional funding and a small team (1-10 employees), operating under German data protection law and GDPR compliance.
i-Planner firmographics
Firmographics- Name
- i-Planner
- Legal name
- i-Planner GmbH
- Website
- https://i-planner.de
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- i-Planner is a bootstrapped German SaaS vendor offering a web-based CRM, commission billing, activity management, and customer portal tailored to financial advisors and insurance brokers operating in the German market, distributed via per-seat subscription pricing and direct online sales.
- Ownership category
- akta.pro rank
Where i-Planner is headquartered
LocationHeadquarters
- HQ city
- Gräfelfing
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
i-Planner business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Software Subscription (SaaS): i-Planner is offered exclusively as rental software (SaaS). Revenue is generated through monthly per-user subscription fees across three tiers (Basic, Standard, Professional). Additional revenue comes from add-on modules for commission billing and customer portal. Contract terms range from 1 to 48 months with pricing varying by billing frequency (annual vs monthly).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Basic - Entry level for beginners with core customer and contract management features |
| Per seat | Annual | Standard - Mid-tier with additional activity and financial data features |
| Per seat | Annual | Professional - Full-featured version for teams of any size with API and advanced customization |
| Subscription | Annual | Commission Billing Module - Add-on for commission settlement per company |
| Subscription | Annual | Customer Portal Module - Add-on for customer self-service access |
| Subscription | Annual | Priority Support (SLA) - Add-on for enhanced support agreements |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
i-Planner product offering
Product offeringCore offering
i-Planner is a web-based SaaS CRM and sales management software sold exclusively as rental software to financial service providers in Germany. It combines customer and contract management with over 60 predefined insurance lines, activity management, real-time sales analytics dashboards, commission billing and settlement, document management, and a digital customer portal for client self-service. The product is offered in Basic, Standard, and Professional subscription tiers and is delivered from managed servers in a certified German data center with an open JSON-REST API for third-party integrations.
Product overview
i-Planner is a web-based SaaS CRM and sales software platform for financial service providers in the German market. The unified platform consists of a core product with integrated modules including Dashboard (intelligent analytics), Activities (calendar, tasks, sales opportunities), Inventory Management (customer/contract management), Billing (commission settlement), and Customer Portal (client-facing digital contract overview). The software is offered in three pricing tiers: Basic (up to 500 customers), Standard (up to 10,000 customers), and Professional (unlimited customers). An open JSON-REST API enables data exchange with external partners and tools. The product is sold exclusively as rental software with automatic updates included.
Differentiator
Problem solved
Functional benefit
Products and services
- i-Planner CRM Platform Web-based SaaS CRM and sales management platform for financial service providers of any size in Germany, combining customer and contract management for 60+ predefined insurance lines, activity management, real-time dashboard analytics, commission billing and settlement, and a digital customer portal, delivered exclusively as rental software with free automatic updates and servers hosted in a certified German data center.
Quantifiable outcome
- Process simplification: customers report significant reduction in administrative work and increased focus on sales activities
Companies that use i-Planner
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
i-Planner technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
Feature6 records
i-Planner partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- GDV & BiPROcoreBiPRO is an organization creating IT standards for the financial services industry for standardizing cross-company processes between insurers and financial service providers. i-Planner offers GDV/BiPro data synchronization for contract data including status, payment method, premium, start, expiration, and Leistungsfeld.
Scale indicators3 records
Recent moves6 records
Expansion highlights3 records
i-Planner competitors and assessment
Company assessmentOthers
- Softfair GmbH: German insurance comparison and sales platform integrated with i-Planner; not a direct CRM competitor but an ecosystem partner whose strategy or product expansion could overlap with i-Planner's positioning.
Direct peers
- msg life AG: Germany-headquartered insurance industry software vendor (part of msg group) offering core systems and process solutions for insurers and distributors; competes for the same German insurance broker IT budget.
- assfinet GmbH: German software vendor focused on insurance brokers and financial service providers, with comparable CRM, contract administration, and broker workflow functionality for the German market.
Regional players
- Adcubum AG: Swiss-based insurance core systems vendor serving German-speaking markets; comparable focus on German/Swiss insurance data standards and broker-distributor workflows, but oriented toward larger insurers than i-Planner's SMB advisor base.
Broad incumbents
- HubSpot: General-purpose CRM widely adopted by SMB financial advisors for sales pipeline and marketing automation; less specialized for German insurance commission workflows but competes for the same solo-practitioner buyer.
- Oracle Financial Services / Oracle Insurance: Large incumbent offering insurance and financial services industry software suites; competes for the enterprise end of the broker market where i-Planner Professional occasionally lands.
- Microsoft Dynamics 365: Enterprise CRM and ERP suite with financial services industry templates and PartnerLink integrations; a viable alternative for mid-market and enterprise brokerages evaluating i-Planner Professional.
- Salesforce: Global cloud CRM leader with a dedicated Financial Services Cloud targeting advisors, brokers, and wealth managers; competes broadly with i-Planner for financial advisor CRM spend, but is not specialized in German insurance tariff structures.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
i-Planner social profiles
Digital presencei-Planner compliance and trust
Trust signalCompliance3 records
i-Planner financial estimates
Financial estimateRevenue estimate
Valuation estimate
i-Planner leadership team
Management profileNumber of profiles
Profiles2 records
i-Planner funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
i-Planner M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about i-Planner
What does i-Planner do?
i-Planner is a web-based SaaS CRM and sales management software sold exclusively as rental software to financial service providers in Germany. It combines customer and contract management with over 60 predefined insurance lines, activity management, real-time sales analytics dashboards, commission billing and settlement, document management, and a digital customer portal for client self-service. The product is offered in Basic, Standard, and Professional subscription tiers and is delivered from managed servers in a certified German data center with an open JSON-REST API for third-party integrations.
Is i-Planner a public or private company?
i-Planner is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was i-Planner founded?
i-Planner was founded in 1997. It employs 1 to 10 people.
Where is i-Planner based?
i-Planner is headquartered in Gräfelfing, Germany, in the Europe region.
How does i-Planner make money?
One revenue line is on record: software Subscription (SaaS).
Who are i-Planner's main competitors?
Softfair GmbH is listed as an others. Direct peers are msg life AG and assfinet GmbH. Adcubum AG is listed as a regional player. Broad incumbents are HubSpot, Oracle Financial Services / Oracle Insurance, Microsoft Dynamics 365 and Salesforce.
Does i-Planner have an API?
Yes. i-Planner provides a JSON-REST API that enables data exchange in the areas of customer and contract data, supplementary data (e.g., bank connections, tax numbers, and identification data), user management, and document exchange. The interface can be separately configured with desired permissions for each external data supplier or data fetcher. Developer documentation is at www.i-planner.de/schnittstellen/iplanner_api.