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PlanSplit

by PlanSplit, Inc. · Since 2021
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Active1+ countriesCloudFree tier
Quick facts
VendorPlanSplit, Inc.
Year launched2021
StatusActive
LocationLake Mary, Florida, United States
Countries served1+
Languages1
Integrations2+
Free tierYES
Free trial
Contact sales

About PlanSplit

PlanSplit is a project management software from PlanSplit, Inc. designed for efficient task allocation and tracking. It combines task assignment, progress monitoring, and deadline management so teams can collaborate effectively. With an intuitive user interface, users can easily create and modify tasks, set priorities, and track completion status in real-time. The platform supports integrations with various tools, facilitating a unified workflow. PlanSplit also offers reporting features to analyze project performance and identify areas for improvement. Key capabilities: task assignment progress tracking deadline management user notifications reporting tools Best for: project managers and teams that need to manage tasks and deadlines in collaborative environments.

PlanSplit offers a user-friendly, highly automated subscription billing platform. Geared toward small and mid-sized service providers—especially in health and wellness—it enables rapid setup of usage-based and membership plans without development. The free tier and low price point (starting at $9/month) make it accessible. Its automation handles sign-ups, billing, renewals, cancellations, and provides consumer dashboards and reporting tools. Integration with Stripe Connect streamlines payouts, and optional marketplace listing broadens reach. Key strengths include ease of use, affordability, and time-saving features. Limitations focus on mobile access, integration breadth, and advanced customization needs. Overall, it delivers excellent value.

Pros & Cons

What users like
  • +Simplifies patient financing with flexible dental payment plan options.
  • +Increases case acceptance rates through affordable treatment payment solutions.
  • +Provides automated recurring billing for consistent cash flow management.
  • +Enhances patient satisfaction by offering transparent financial arrangements.
  • +Integrates smoothly with existing dental practice management system.
What users flag
  • Limited to practices offering payment plans for treatments.
  • Requires patients to commit to monthly payment obligations consistently.
  • May incur additional transaction fees for certain payment methods.
  • Lacks advanced reporting compared to full practice management software.
  • Dependent on internet connectivity for smooth operational functionality.

Features

Key features

Flexible Subscription Plan Builder - Create and sell customizable service plans—including inclusive, tiered, or usage-based packages—with full control over pricing and duration.
Automated Billing & Recurring Payments -
Enables auto-renewal and split billing; handles sign-ups, renewals, cancellations, and payments—primarily via Stripe Connect.
Cross-Category Usage - Supports a wide range of industries (e.g., veterinary, dental, wellness, optometry), allowing customers to buy and manage subscriptions across services.
Consumer Dashboard -
Provides consumers with their own portal to view usage, savings, billing history, and manage their subscriptions.
Provider Marketplace - Optional marketplace placement increases plan visibility and acquisition by exposing offerings to new consumers.

Additional features

Subscription & Membership Management — Supports creation and administration of all-inclusive, tiered, or usage-based packages, memberships, and subscriptions.
Automated Recurring Billing — Easy auto-renewals, variable billing cycles, and optional annual payment discounts; handles cancellations with fair charge options.
Built-in Payment Gateway — Utilizes Stripe Connect for efficient payment processing and payouts; as a backup, other gateways can be integrated.
Provider Portal — Enables providers to set up plan offerings, manage sign-ups, scheduling, usage tracking, billing, and cancellations—all in one interface.
Consumer Self-Service Portal — Allows consumers to subscribe, manage payments, track usage, and view billing history.
Cross-Industry Support — Designed for veterinary, dental, wellness, mental health, chiropractic, optometry, and general wellness sectors.
Optional Marketplace Integration — Enables providers to showcase and sell their plans through PlanSplit’s platform marketplace to attract new clients.
Time & Paperwork Savings — Automates administrative tasks, reducing staff workload and operational friction.
Early-Stage API & Integrations — Working on expanding integrations and unlocking an API layer to connect with practice systems.

Pricing

Free trial
Free version
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Monthly plans

Standard

USD 9

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

USA

Interface languages

English

Billing currencies

🇺🇸USD

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