Ask for the right next step, not a generic sales call.
The fastest way to evaluate Planerix is to anchor the conversation in the live workspace: connected integrations, tasks, meetings, finance, and AI actions inside one operating contour.
The first conversation should start from the real workspace
We use the current product contour to discuss rollout, integrations, approvals, and AI operating logic. That keeps the evaluation concrete from the first minute.
Operating score
72
+9
Key priorities
14
11 active
Escalations
5
2 today
1. Share the real operating context
Describe team size, sources, rollout pressure, and which KPI or workflow is hardest to trust today.
2. Review the relevant live contour
We focus on the current product and demo runtime so the conversation stays grounded in what already exists.
3. Leave with a concrete next step
That can be a self-serve start, a guided demo, a security review, or a Pro/Enterprise activation path.
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
The conversation is anchored in a working product
We walk through clean UI fragments from the real runtime so the discussion stays tied to actual product behavior.
Ready connectors
4 / 6
Credential scope
Org and user credentials are separated
n8n templates are linked before automation can run.
Google Calendar
Org scope
Gmail Inbox
User scope
Meta Ads
Org scope
LinkedIn Lead Gen
Org scope
Open demo workspace
AppExplore the current runtime first, then request a guided walkthrough if you need rollout or security context.
Contact directly
EmailFor commercial intake, rollout context, or deployment discussion, contact the Planerix team directly.
Download 1-pager
PDFCurrent positioning, rollout logic, and what the production demo contour is intended to prove.
Contact FAQ
This keeps the contact flow understandable for visitors and creates cleaner search snippets around buyer intent.
What should I ask for on the first call?
The first call is best used for one concrete topic: product demo, rollout review, security posture, integration sequencing, or commercial activation.
Can I explore the product before talking to Planerix?
Yes. The live demo workspace is available so buyers can see the product contour before requesting a guided walkthrough.
Does the contact form route different request types differently?
Yes. Demo, security, connection, access, and rollout requests are all tagged so the response can match the buyer intent instead of going into one generic inbox flow.