Visual workspace automating client project delivery from brief to final handoff.
Product memo
Agencies and service teams use Plannex to manage the entire client project lifecycle within a unified visual system. It automates workflows from initial brief intake through final delivery, eliminating scattered communication. This approach simplifies approvals and provides a clear, trackable client journey for all stakeholders.
For who
Agencies and service teams managing client work
Solves what
Streamlining client project delivery from brief to final handoff
- Visual project canvas
- AI brief intake
- Automated approval gates
In their own words
Client delivery
Design flows. Deliver outcomes.
Bring briefs, approvals, revisions, handoffs, and client updates into one visual flow your team and clients can actually follow.
Commercial cues
Model
subscription
Free tier
Yes
Trial
7d
Pricing Strategy
- • Tiered limits on members, blueprints, and uploads drive upgrades to larger plans.
- • 7-day trial lowers adoption risk.
Operator context
Founded
May 2025
Platform
Web app
Audience
General
Public footprint
Tech stack
Builder Strategy
- Strategy Type
- Wedge Expand
- Stage
- Pre Revenue
- Effort
- Small Team
About Plannex, Visual Project Canvas Expand
Plannex provides agencies and service teams with a dedicated platform for managing client projects from start to finish. It centralizes briefs, approvals, revisions, and client updates into one visual flow, ensuring both teams and clients can follow progress.
The platform's design focuses on automating key stages, such as AI-powered brief intake and automated approval gates, to reduce manual overhead. This helps service businesses maintain clear communication and efficient delivery across all client engagements, making it a practical option for those looking to formalize their project workflows.