Turn signals into decisions, actions, and measurable execution
Planerix gives every team one operating contour: start free with tasks, projects, OKR, calendar, team, notifications, AI, and CRM, then expand into connected integrations, finance, attribution, and automation when the organization is ready.
A live operating surface, not a static mockup
The demo workspace already reflects the actual product contour: AI recommendations, execution signals, approvals, KPI context, and connected rollout logic.
Organizations
28
+6 this month
Active goals
14
82% on track
Execution risk
5
2 escalated
Signal
+124K impact tracked this month
Revenue context tied to actions and approvals.
Action
Budget pacing adjustment completed
Owner, evidence, and follow-up logged.
Manual-first value
Tasks, projects, OKR, calendar, team, notifications, AI, and CRM work before integrations are connected.
Connected when ready
Google, Meta, CRM, finance, and automation flows expand the same product when teams move into Pro or Enterprise.
One workspace across leadership, AI, execution, and connected growth
Instead of generic screenshots, the landing now mirrors the actual product blocks: executive views, grounded AI chat, attribution evidence, execution flows, and the integration contour that unlocks Pro.
Executive dashboard
Monitor KPI movement, execution health, priorities, and where AI sees the next operator action.
Operating score
72
+9
Key priorities
14
11 active
Escalations
5
2 today
Grounded AI workspace
Answers are based on your actual projects, OKR, tasks, calendar, notifications, and CRM context.
Attribution and demand evidence
See how Google, Meta, LinkedIn, and GA4 signals become channel-level recommendations and budget actions.
Attributed revenue
€184k
+14%
CAC
€132
-9%
ROAS
4.6x
+0.8x
Execution contour
Link OKR, projects, team events, and owned tasks into one operating rhythm from day one.
Launch first 20 free organizations
62%Project: Planerix growth rollout
Owners: CEO, Growth, Product
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
Integration readiness
See connector health, scoped credentials, and exactly what activates when your rollout moves into Pro.
Ready connectors
4 / 6
Credential scope
Org and user credentials are separated
n8n templates are linked before automation can run.
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.
Credentials and activation stay scoped
Org and user credentials are isolated, templates are pre-bound, and readiness stays visible before any automation goes live.
Free stays manual-first. Pro unlocks connected sources. Enterprise expands the contour.
We keep the product useful before integrations, then layer in credentials, ETL, workflows, and governed AI only when the organization is ready to expand.
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.