Turn fragmented data, owners, and workflows into one operating system.
Planerix closes the gap between analytics and execution. Teams start with one shared workspace for tasks, projects, CRM, calendar, AI, and KPI ownership, then expand into integrations, attribution, finance, approvals, and measured impact.
A simpler first screen for cold traffic
One readable operating surface: KPI health, owner follow-through, AI context, and the fastest path into the demo or free workspace.
Organizations
28
+6 this month
Active goals
14
82% on track
Owner follow-ups
3
ready now
Measured impact
+124K tracked this month with owner, approval, and evidence context.
The same surface shows which follow-up is ready now and which KPI changed after action.
What Planerix actually does
Connect signals, let AI explain what changed, route work to owners, and measure whether the action improved the KPI.
Step 1
Connect the work and data you already have
Manual-first on day one, then staged rollout into Google, Meta, CRM, finance, and API sources.
Step 2
Let AI explain what changed and what to do next
Agents reason over owners, tasks, meetings, CRM movement, KPI deltas, and recent activity instead of generic prompts.
Step 3
Route owned follow-through and measure impact
Recommendations become tasks, approvals, and follow-ups with visible evidence and observed delta over time.
Who Planerix helps first
The product is easiest to understand when it is framed around the people who need it every day: the leaders, operators, and growth teams who already own the metrics and follow-through.
Founders and CEOs
See company execution, blocked priorities, financial pressure, and AI follow-through in one place instead of five disconnected tools.
Revenue and marketing teams
Connect campaigns, CRM movement, demand quality, and owner actions without losing the business context behind the numbers.
Operations and delivery teams
Turn meetings, deadlines, schedules, and task ownership into a governed execution loop with visible accountability.
What the product looks like after week one
The homepage should show the real operating surfaces teams start using first: grounded AI, owned execution, visible finance context, and connector readiness.
Manual-first workspace
Run tasks, projects, OKR, calendar, notifications, team, AI, and CRM on day one without waiting for connectors.
AI with operating context
Answers are grounded in your entities, owners, due dates, metrics, and recent activity instead of a generic chatbot shell.
Action routing and approvals
Insights turn into tasks, approval requests, and owner-specific follow-ups with visible evidence.
Measured impact loop
Planerix compares baseline, action window, and observed delta so teams can see what really moved the KPI.
AI workspace with grounded context
Explainers, follow-ups, and next actions are grounded in tasks, projects, OKR, calendar, notifications, and CRM history.
Execution and follow-through in one rhythm
Objectives, projects, owners, and meetings stay connected so teams can move work forward instead of just reporting on it.
Launch first 20 free organizations
62%Project: Planerix growth rollout
Owners: CEO, Growth, Product
Finance and attribution when the rollout expands
The same product can grow into a connected revenue and finance contour once the team is ready for integrations.
Cash buffer
€96k
+11%
Gross margin
58.4%
+2.1pp
Runway
13.2 mo
stable
Connector readiness stays visible
Credentials, scopes, templates, and activation state are visible before any workflow goes live.
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
Integrates with the tools teams already use
The rollout can start with Google, Meta, CRM, finance, and API-based sources. We keep the promise concrete: useful manual-first product first, connected contour second.
Gmail
Inbox signals, follow-up threads, and response workflows.
Google Calendar
Meetings, owner schedules, event follow-through, and reminder context.
Google Ads
Search, PMax, and local demand data for acquisition pacing and efficiency.
GA4
Traffic, conversion paths, and attribution evidence tied back to pipeline outcomes.
Meta Ads
Paid social demand, creative fatigue, and retargeting performance signals.
LinkedIn Lead Gen
Corporate demand capture in the approved-flow contour for B2B and growth teams.
CRM
Contacts, deals, follow-up discipline, and pipeline movement in the same execution model.
Finance feeds
Cash, margin, plan vs fact, and commercial pressure next to execution.
APIs and webhooks
ERP, BI, warehouse, and custom business data can be activated in the same contour.
Optional architecture detail for technical buyers
For teams that need deployment clarity, we show only the core web, API, data, and memory contour here instead of turning the homepage into a full infrastructure page.
Next.js
Marketing site and app frontend delivery.
FastAPI
Typed backend APIs, runtime contracts, and orchestration routes.
PostgreSQL
Operational data, control plane, marts, and audit history.
Qdrant
Execution memory, case retrieval, and vector context for AI agents.
A simpler commercial path
The pricing story is now easier to explain to a cold visitor: Free for first value, Pro for connected rollout, Enterprise for custom contour and infrastructure.
For first value
Free
The self-serve workspace for new teams that need one place to run execution before integrations.
For connected rollout
Pro
Paid activation for teams ready to add source systems, dedicated data activation, and usage expansion.
For custom contour
Enterprise
Dedicated rollout for infrastructure, approval policies, custom widgets, and tailored semantic marts.
A rollout sequence buyers can understand
The landing should no longer read like a giant feature dump. It should explain the order of adoption and why the product stays safe and useful at each stage.
1. Start with one useful workspace
Launch your operating shell first: tasks, projects, OKR, calendar, CRM, team, and AI context stay useful before any data mapping starts.
2. Connect the systems that explain work
Bring in Google, Meta, CRM, finance, or warehouse feeds only when the team is ready to trust the new signals.
3. Turn signals into governed actions
Agents explain, draft, route, and measure actions so every recommendation has an owner, approval state, and impact trail.
Request a fast consultation
Share your team, current systems, and rollout goals to get a concrete next-step plan instead of a generic sales follow-up.
- Guided walkthrough of the live product contour
- Connector, KPI, and approval mapping for the first rollout wave
- Commercial intake routed to ceo@planerix.com with CRM mirroring
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Open the live demo, start free, or plan the paid rollout
The homepage now makes the decision path explicit: try the product first, then decide whether your organization is ready for Pro or Enterprise activation.