A product built to run real company work, not just display reports.
Planerix combines strategy, tasks, meetings, approvals, CRM context, AI, and connected signals in one workspace so teams can manage the business from a single operating system.
A cleaner daily control surface
See how leadership, follow-through, and business context live together in one workspace instead of separate tools.
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.
Core product capabilities
The product is designed to replace fragmented management surfaces with one daily workspace people can actually operate from.
Leadership visibility
Review priorities, risks, KPI movement, and open follow-through from one place.
- Goals and KPI view
- Business-unit visibility
- Management review readiness
Tasks and projects
Keep daily work, initiatives, and ownership connected to the goals they support.
- Team workload and priorities
- Cross-functional coordination
- Clear accountability
Meetings and next steps
Turn meetings into owned follow-through instead of letting action items disappear into notes.
- Meeting summaries
- Assigned follow-up
- Clear review rhythm
Approvals and control
Sensitive actions, requests, and escalations move through a visible approval path.
- Approval routing
- Escalation logic
- Audit-friendly activity trail
Commercial and customer context
Keep CRM, follow-up, and business conversations connected to the same work system.
- Contacts and deals
- Pipeline follow-through
- Customer-facing coordination
Automation-ready operating model
Once the workflow is trusted, Planerix can add agents, alerts, and automation on top of it.
- Notifications and reminders
- Automated task creation
- Operational orchestration
How the workflow feels in practice
The product is most valuable when leadership direction, team activity, and next actions stay in one continuous loop.
1. See the same business state
Goals, priorities, meetings, requests, and context stay visible in one surface instead of being reconstructed from separate tools.
2. Turn decisions into owned follow-through
Tasks, approvals, comments, and next actions stay attached to the decision or review that created them.
3. Keep teams and leadership on the same page
Operators can work in the product while leaders still see status, risks, and accountability without extra reporting overhead.
4. Add live signals when they make the workflow smarter
Connected systems, AI, and automation amplify a trusted operating model instead of creating another disconnected layer.
Outcome layer
What buyers should expect the product to improve first.
Good product messaging is not a feature dump. It should make the early operational lift obvious before the rollout gets larger.
Fewer handoffs between meetings and execution
The product closes the gap between discussion, decision, task assignment, and follow-up.
A shared working surface for leaders and operators
Everyone sees the same priorities, ownership, status, and context without needing separate summary decks.
AI and automation grounded in company reality
Assistive workflows become more useful because they work from live ownership, activity, and connected business signals.
Management in your pocket, with the same company context as the desktop workspace.
The mobile app makes Planerix feel like a daily operating companion, not a dashboard you only open before meetings. Leaders can review signals, owners, alerts, and next actions while the business is moving.
Home
Daily control cards
Leadership sees the current operating picture, priority signals, and quick actions without waiting for a desktop review.
Alerts
Follow-up while moving
Calendar follow-ups, reminders, and escalations can become owned tasks while the context is still fresh.
Workspace
Demo-client proof
The mobile workspace reflects CRM, deals, tasks, projects, OKR, KPI, integrations, notifications, and AI action evidence.
Planerix mobile
Company rhythm
Focus
6
actions ready
KPI
82%
on track
Review follow-up
Margin review moved. Owner task and reminder are ready.
AI that helps people operate, not just generate text.
Planerix agents are strongest when they see the same goals, owners, tasks, meetings, approvals, and signals your team already works from.
- Summarize what changed and where attention is needed
- Draft next steps after meetings and reviews
- Alert the right owner when something slips or spikes
- Support automations without losing human oversight
A more useful AI experience
The assistant is grounded in the same business context, work, and activity your team already sees in the platform.
A rollout path teams can actually adopt
The product is designed to grow from a focused daily workspace into a broader operating system with connected data and automation.
Typical phase-one proof
Buyers usually want to see one team or management cadence operating more cleanly before they widen the contour.
Phase 1
Launch the core workspace
Start with goals, work, meetings, approvals, and AI inside one shared operating loop.
Phase 2
Connect the data that sharpens decisions
Add CRM, marketing, finance, or operational sources only when they make the workflow more useful day to day.
Phase 3
Scale into agents and broader coverage
Expand across teams, business units, and automations after the base model is trusted.
What buyers usually want to confirm before a broader rollout.
- Which team or cadence should start first?
- What should stay in phase one and what should wait for phase two?
- How do approvals, visibility, and oversight work as usage grows?
- What is the right path from proof of value to broader rollout?
Trust routes
When the product fit is clear, the diligence path should be clear too.
Use the public trust surfaces for security, legal, privacy, and terms review, then go deeper only when the rollout requires it.
See how the product would fit your company
We will show which team should start first, which workflows Planerix can centralize quickly, and what a sensible rollout path looks like.
- Review your current management and execution stack
- Choose the first team or workflow to centralize
- Decide when live data, AI, and automation should come in
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Want to see the product in the context of your business?
Book a product walkthrough and we will map Planerix to your management structure, workflows, and rollout priorities.