Planlined

Planlined

BART Technologies Inc
RE Deal Tracker

RE Deal Tracker

Dataware Systems
+
+

Related Products

  • RemotePeople
    546 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Rippling
    21,039 Ratings
    Visit Website
  • Paylocity
    8,260 Ratings
    Visit Website
  • TraceEngine
    1 Rating
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website
  • Chime Workplace
    8 Ratings
    Visit Website

About

Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with up to five seats sharing 250 monthly AI credits. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.

About

RE Deal Tracker is commission accounting software for commercial real estate brokerages. Brokerage owners, office managers, and bookkeepers can enter each lease or sale once, calculate commission splits among salespeople, co-brokers, and the brokerage, and prepare invoices for scheduled installments. The system supports printing or emailing invoices, recording incoming payments, reviewing outstanding balances, and identifying past-due installments. Teams can track amounts owed and paid to each salesperson and co-broker, print closing sheets, and monitor renewal dates. It also includes a built-in CRM; Office and Enterprise plans add a pipeline board and Lease Radar, while Office adds QuickBooks Online synchronization. The browser-based product is offered in Solo, Office, and Enterprise plans for brokerage workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.

Audience

Commercial real estate brokerages (owners, office managers and bookkeepers)

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Version Not Supported
Free Trial Supported

Pricing

$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

Dataware Systems
Founded: 1973
United States
redealtracker.com

Alternatives

RiskRemedy

RiskRemedy

RiskRemedy, Inc.

Alternatives

onOffice

onOffice

onOffice GmbH
Buildout

Buildout

Buildout, Inc.

Categories

Categories

Integrations

QuickBooks Online Not Supported

Integrations

QuickBooks Online Supported
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim RE Deal Tracker and update features and information
Claim RE Deal Tracker and update features and information