CxPlanner

About CxPlanner

Deep Dive with Clara AI

The fastest commissioning software ever built. CxPlanner is the commissioning platform that helps Cx professionals move faster and make more progress with optimized flows and AI. Fly through tests and checklists twice as fast. Never ask "what is the progress?" again. Eliminate manual paper work once and for all. All test planning in one software solution Never miss a functional test again. Always be on top of your Cx team's next activity and keep track of your subcontractors work.

Screenshots & Videos

CxAI Chat - Global (across all projects)

Pricing

Free Trial Available
Starts at $0.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

NA

Modes of Support

24/7 (Live rep), Business Hours, Online

CxPlanner Features

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Construction Management Features

Equipment Tracking

Helps to access the status and keep a track of all the equipment used in the construction processes.

Subcontractor Management

Helps to manage the affairs concerning the sub-contractors employed in the construction project.

Residential

Helps to support residential construction project requirements

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Estimating

Helps in keeping an estimation of the expense and time involved

Contractors

Helps in ensuring close monitoring of the contractors and documents related to them

Contract Management

Helps in automating, streamlining and enhancing every vital aspect of a contract

Commercial Projects

Helps supporting commercial construction project requirements

Change Orders

Helps in monitoring & managing the significant changes made to the current/original construction project

Budget Tracking (Job Costing)

Helps in keeping track of the budget and calculating the costs involved

Offline Access

Allows users to access files and documents in offline mode

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

RFI & Submittals

Supports RFI and Submittals to eliminate the need for expensive corrective measures, by availing reliable information in the early construction phase.

Incident Reporting

Helps in recording details of any unusual event that might occur at a project or job

Accounting Integration

Enables efficient recording of financial transactions and seamless sharing of financial data, allowing for automated integration between business systems and accounting software. This optimizes workflows, reduces errors, and ensures real-time accuracy in financial operations.

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Idea Management

Facility to receive insights from internal and external stakeholders

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Budget Management

Analyzing financial information to ensure all operations are within budget

CxPlanner Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Business $430.00 $430.00 per month

Scale your Cx work, increase productivity - and keep everything connected.

All the users you need

From 3 projects and up

Start Free Trial

Cx Professional $65.00 $65.00 per month

More power for small Cx professionals - everything you need on a dedicated platform. Max 5 users included Max 3 projects included

Start Free Trial

Enterprise NA

Cx for the most complex enterprises - all the flexibility and power. All the users you need All the projects you need

Start Free Trial

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CxPlanner Screenshots

System overview

CxAI Chat - Globa...

Meeting tracking ...

Procore integration

Asset tracking

CxPlanner FAQs

Q: What is CxPlanner?

A: CxPlanner is a digital commissioning and construction quality platform that centralizes project files, schedules, checklists, tasks, and test results in one place - with real-time updates and a fully logged history of every change.

Who is CxPlanner built for?

CxPlanner is built for commissioning agents, general contractors, MEP teams, project managers, and quality assurance teams on construction and real estate projects. Role-based access supports everyone from company admins down to on-site contractors completing assigned tasks.

What are the core features of CxPlanner?

Core features include project and schedule management, QA/QC checklists, asset and equipment tracking, punch list and issue tracking, document and file management, and automated PDF reporting - all backed by a traceable history of changes.

Is CxPlanner available on mobile devices?

Yes. CxPlanner is available as a free iOS and Android app alongside the browser version, so field teams can complete checklists, upload photos, and update tasks on site, with data syncing in real time across devices.

Does CxPlanner integrate with other tools?

Yes. CxPlanner offers a documented API along with pre-built integrations - including a custom Power BI connector for dashboards and reporting, and a ChatGPT integration (via OAuth) so teams can query their CxPlanner data through AI tools.

How does CxPlanner handle user roles and permissions?

CxPlanner uses role-based access at both the company and project level (Admin, Manager, Contractor, and more), so teams control exactly who can create projects, edit checklists, or just view and complete their own assigned tasks.

Is CxPlanner only for commissioning projects?

No. While CxPlanner is built around commissioning workflows, its Quality Assurance, Quality Control, and Site Inspection modules also support broader construction quality management, punch lists, and issue tracking. Modules can be toggled on or off per project, so teams only see what they need.

What kind of support does CxPlanner offer?

CxPlanner offers live chat support directly on cxplanner.com, plus a full self-serve Helpdesk with guides, tutorials, and FAQs covering onboarding, troubleshooting, and advanced workflows.

What is CxPlanner used for?

CxPlanner is Construction Management Software. CxPlanner offers the following functionalities: