Contact

Book a product demo, rollout review, or security discussion

The fastest way to evaluate Planerix is to walk through the live demo contour: connected integrations, tasks, meetings, finance, and AI actions inside one workspace.

Product demo using the current production-ready workspace and screenshots
Rollout discussion around connectors, roles, approvals, and action policy
Clear next-step plan for pilot, security review, or integration onboarding

What we review in the first call

We focus on the real product and the rollout logic behind it, not a generic AI pitch.

Typical topics

  • Which Google, Meta, CRM, finance, and custom sources should come first
  • How to assign roles, approvals, and action routing
  • Which KPI surfaces need to become trusted first
  • How the impact contour should compare baseline vs current performance

Current demo

The call is anchored in the working product

We walk through the product using clean UI fragments from the real runtime so the conversation stays tied to the actual operating model.

Open demo workspace
GoogleMetaLinkedInCalendarCRMAI

Organizations

28

+6 this month

Active goals

14

82% on track

Execution risk

5 blockers

2 escalated

Executive dashboardD+30 movement
Weekly operating score72 / 100
3 hiring approvals waiting on leadership
Kickoff event scheduled for onboarding wave
AI summary grounded in tasks, calendar, OKR, and CRM
Connected surface
TasksOKRProjectsNotifications
AI daily masterGrounded answer
The workspace is healthy overall, but project follow-through is lagging behind OKR progress in Product and Growth.
Suggested next actions: confirm kickoff owners, clear 2 blocked tasks, and review pending invites before Friday.
TasksProjectsOKRCalendar

Open demo workspace

App

Preview

Try the live workspace

Explore the current runtime and then request the guided walkthrough.

Go to app
GoogleMetaLinkedInCRMFinance
Integration control

Credentials, scope, and activation readiness stay visible in one place.

Ready connectors

4 / 6

Google Calendar

Org scope

Active
Credential owner assigned
n8n template linked

Gmail Inbox

User scope

Mapped
Credential owner assigned
n8n template linked

Meta Ads

Org scope

Pending allocation
Credential owner assigned
n8n template linked

LinkedIn Lead Gen

Org scope

Template ready
Credential owner assigned
n8n template linked

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Current positioning, rollout logic, and what the production demo contour is intended to prove.
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