Start free, grow into Pro, and run enterprise execution from one Planerix platform
Planerix gives new teams a manual-first execution workspace on day one, then expands into connected integrations, automation, finance, attribution, and governed AI as the organization moves from Free to Pro or Enterprise.
Demo workspace
Executive workspace with real connected data
The demo workspace already shows KPI history, execution blockers, revenue/finance views, and AI-driven follow-ups.
Organizations
28
+6 this month
Active goals
14
82% on track
Execution risk
5 blockers
2 escalated
Connected roles
Managers, assignees, approvers, and meeting owners are linked to the same operating history.
Action history
Tasks, events, notifications, AI proposals, and execution outcomes stay in one contour.
Metric lineage
Marketing, finance, and delivery widgets are grounded in connected demo data, not random stubs.
One workspace across leadership, finance, integrations, and execution
The website now reflects the actual product: a live application with structured data, real widgets, and screens your team can open today.
Dashboard
Executive dashboard
Monitor KPI movement, execution health, priorities, and the current risk picture.
Organizations
28
+6 this month
Active goals
14
82% on track
Execution risk
5 blockers
2 escalated
Finance
Finance and margin view
Track cash, plan vs fact, margin pressure, and the operational context behind variance.
Cash buffer
€96k
+11%
Gross margin
58.4%
+2.1pp
Runway
13.2 mo
stable
Integrations
Integration readiness
See connector health, onboarding status, and what becomes available after each source is mapped.
Credentials, scope, and activation readiness stay visible in one place.
Ready connectors
4 / 6
Google Calendar
Org scope
Gmail Inbox
User scope
Meta Ads
Org scope
LinkedIn Lead Gen
Org scope
A clear path from first signup to connected operating system
The first contour is intentionally narrow and useful without integrations. Paid rollout expands the same product with connectors, dedicated data activation, and deeper governance.
Free
Self-serve onboarding for a new company with the core execution workspace.
Pro
Paid rollout for teams ready to connect data sources and expand usage.
Enterprise
Custom rollout for tenant-specific marts, widgets, governance, and infrastructure.
Signals become actions, and actions are measured
Planerix is built for a closed loop. Insights do not stop at commentary; they move into ownership, approvals, and observed impact.
Connect
Google, Meta, CRM, finance, meetings, and custom sources are mapped into one operating model.
Understand
Agents explain what changed, which teams are involved, and where the evidence comes from.
Route
Actions turn into tasks, approvals, and owner-specific follow-ups instead of chat-only advice.
Measure
Impact is tracked against baselines, recent history, and current KPI movement.
Start with the sources teams already use
The rollout path is now aligned with the current app and production demo: first bring in the systems that explain work, then let agents reason over the connected history.
Google stack
Meta ecosystem
Revenue and execution
Finance and custom data
Roll out in a sequence that stays production-safe
The fastest route is not “turn on an agent everywhere”. It is source onboarding, role mapping, action policy, and then gradual activation of explain, approve, and execute flows.
1. Connect sources
Start with Google Workspace, Google Ads, GA4, Meta Ads, CRM, finance feeds, or custom APIs.
2. Map your operating model
Define roles, KPI ownership, approvals, task routing, and what “good” looks like for each team.
3. Launch guided actions
Agents create explainers, draft actions, and route approvals while impact is measured over time.
Request a fast consultation
Share your team, current systems, and rollout goals to get a concrete next-step plan.
- Guided product walkthrough based on the current demo runtime
- Connector and KPI mapping for your first rollout wave
- Recommendation on which approval and action flows to start with
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Start free or talk to us about Pro and Enterprise rollout
You can open the live demo immediately, register a free workspace in app.planerix.com, or send the commercial intake directly to ceo@planerix.com for a paid rollout.