Modules: build your operating system for growth
Mix and match modules — all connected through OKRs, projects, CRM, HR, finance, and AI analytics.
Unified Work Graph
Goals ↔ Projects ↔ Deals ↔ People ↔ Finance
OKR progress: 78%
Active projects: 26
Deals this quarter: 58
Hiring pipeline: 12
Role-based access
Fine-grained
Choose your modules
Each module is powerful alone — and unstoppable together.
OKR & Strategy
Set measurable objectives, cascade goals, and track outcomes with confidence scoring.
- Company → Team → Individual cascade
- Quarterly/annual cycles
- Initiatives linked to KRs
- Executive scorecards
Projects & Tasks
Plan and execute with Kanban, Gantt, and sprints — all in one place.
- Kanban & backlogs
- Sprints with story points
- Gantt with dependencies
- Automation & templates
CRM & Sales
Manage the full customer lifecycle and accelerate revenue.
- Custom pipelines
- Email/meeting sync
- Deal health scoring
- Quotes & basic invoicing
People & HR
Grow talent and culture with structured rituals and visibility.
- 1-on-1s & reviews
- Skill matrices & career paths
- OKR-linked development goals
- Hiring & onboarding
Finance & Budgets
Plan budgets, monitor P&L, and control spend.
- Real-time P&L snapshots
- Budget vs. actuals
- Forecasts & runway
- Export CSV/XLSX
AI Analytics
Forecast, detect anomalies, and get next-best actions.
- Trend forecasting
- Natural-language insights
- Risk scoring
- Playbooks & recommendations
Automation
Automate workflows across modules and tools.
- Rules & triggers
- Scheduled jobs
- Webhooks
- Human-in-the-loop approvals
Integrations
Connect Planerix to your stack in minutes.
- Native SaaS connectors
- Open API & SDK
- SSO/SAML/SCIM
- Events & data sync
Platform & Data
Secure, scalable foundation with governance.
- Role-based access
- Audit logs
- Backups & exports
- GDPR-ready
What’s in each plan
Quick glance at module availability
| Module | Starter | Team | Premium |
|---|---|---|---|
| OKR & Strategy | |||
| Projects & Tasks | |||
| CRM & Sales | — | ||
| People & HR | — | ||
| Finance & Budgets | — | ||
| Automation | — | ||
| Integrations (core) | |||
| Advanced AI analytics | — | — | |
| Audit logs & SCIM | — | — |
Frequently asked questions
Modules, plans, and rollout
Talk to our team
We’ll tailor a walkthrough for your use case
Contact details
- Email: hello@planerix.com
- Phone: +48 12 345 67 89
- Office: ul. Przykładowa 123, Kraków, Poland