Features to run your company in one place
Align goals, ship faster, grow revenue, and develop people — with AI-powered insights across your workflows.
Unified Work Graph
Goals ↔ Projects ↔ Tasks ↔ Results
OKR progress: 78%
Active projects: 26
Deals this quarter: 58
Hiring pipeline: 12
Everything you need — connected
Each module is powerful alone and unstoppable together.
OKR & Strategy
Set measurable objectives, align teams, and track outcomes with visual progress.
- Company → Team → Individual OKR cascade
- Progress and confidence scoring
- Quarterly and annual cycles
- Initiatives linked to key results
Projects & Tasks
Plan and execute with Kanban, Gantt, and sprints — all in one place.
- Kanban boards and backlogs
- Sprints with story points
- Gantt timelines and dependencies
- Automations and templates
AI Analytics
Turn data into action with forecasts, insights, and contextual recommendations.
- Trend forecasting and anomaly alerts
- Natural-language insights
- Playbooks with next-best actions
- Risk scoring across portfolios
CRM & Sales
Manage the full customer lifecycle and accelerate revenue.
- Custom pipelines and stages
- Email/meeting sync
- Deal health scoring
- Quotes and basic invoicing
People & HR
Grow talent and culture with structured rituals and visibility.
- 1-on-1s and performance reviews
- Skill matrices and career paths
- Goals connected to OKRs
- Hiring pipelines and onboarding
Finance & Budgets
Plan budgets, monitor P&L, and keep spend under control.
- Real-time P&L snapshots
- Budget vs. actuals
- Forecasts and cash runway
- Export to CSV/XLSX
Align every initiative to measurable outcomes
Connect projects and tasks directly to key results. See impact and trade-offs before committing resources.
- Scenario planning with what-if models
- Cross-team dependencies map
- Executive scorecards
- Automatic weekly check-ins
Ship faster with predictable execution
Unify sprints, capacity, and timelines. Automations keep status fresh without extra meetings.
- Sprint velocity and burn-down
- Critical path in Gantt
- Definition of Done policies
- Retro templates and action items
Close deals with data-driven guidance
AI pinpoints stalled deals and suggests next steps. Pipelines adapt to your process — not the other way around.
- Playbooks and sequences
- Email tracking and meeting notes
- Win-loss insights
- Revenue forecasts
Grow people, elevate performance
Make growth visible: feedback loops, career ladders, and goals tied to real outcomes.
- OKR-linked development goals
- 1-on-1 agendas and notes
- Calibration and review cycles
- Pulse surveys
Proven in real workflows
Pick a starting point and grow as you scale.
PMO & Ops
Time-to-value • +45%- Portfolio intake and prioritization
- Capacity planning
- Risk heatmaps
- Executive reporting
Product & Engineering
Release cadence • +30%- Roadmaps to OKRs
- Sprints and incident links
- DORA signals import
- Launch checklists
Sales & Marketing
Win rate • +12%- MQL→SQL handoff SLAs
- Multi-touch attribution snapshot
- AI deal health
- Playbooks by segment
Enterprise-grade security
Encryption in transit and at rest, SSO/SAML, SCIM, audit logs.
Data residency & backups
Daily encrypted backups and export on demand.
Compliance-ready
Built to support GDPR. Role-based access and least-privilege.
Observability
Real-time health dashboards and activity trails.
Frequently asked questions
Answers about Planerix features and capabilities