planis is business software for service companies that brings resource planning, project management and service recording together. Modules cover projects with budget control, team and skills, planning and staffing, time and service recording, customers and addresses with CRM functions, sales and quotes, invoicing, business intelligence and management of subcontractors. You enter data once and it is available across all modules. planis is offered as software as a service, with operation, maintenance and updates provided by the vendor.
planis is developed by APP Unternehmensberatung AG in Bern, Switzerland. According to the vendor, servers and data are located in Swiss or EU data centres; which location applies to your contract is not stated, so ask. The website names no parent company. Switzerland is not in the EU but is an EFTA country with an EU adequacy decision. Because planis holds staff, customer and invoicing data, a European organisation should record the data centre location and a data processing agreement in the contract.