Pricing

Start free, then expand only when connected rollout is justified.

Planerix pricing should feel simple to buyers: Free proves the product, Pro activates trusted data and integrations, and Enterprise covers custom infrastructure, policy, and rollout depth.

Free is not a teaser. It is the manual-first execution workspace for teams that need one place to operate immediately.
Pro starts when the organization is ready for connectors, dedicated data activation, and larger AI/storage capacity.
Enterprise exists for custom infrastructure, governance depth, and rollout shapes that do not fit a fixed package.
Free for the first 4 usersPro for real connector activationEnterprise for policy and infra depth
Commercial path

Buyers should understand the upgrade path in one screen

The pricing surface now explains the real logic: start with a usable workspace, activate Pro when trusted data matters, and only go Enterprise when standardized rollout stops being enough.

Open demo workspace
GoogleCRMAI

Organizations

28

+6 this month

Active goals

14

82% on track

Owner follow-ups

3

ready now

Executive pulseThis month
Onboarding completion84%
Execution rhythm78%
Two branch reviews still need escalation before Friday.
AI daily masterGrounded
Workspace is stable, but one active stream still trails owner follow-through.
Confirm kickoff owners and clear two blocked tasks before Friday.
TasksProjectsOKRCalendar

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.

Self-serve start

Free

$0

For founders and small teams who need one operating workspace before any connector rollout.

Best for: getting tasks, CRM, AI, calendar, projects, and OKR into one surface in minutes.
1 organization in the shared starter contour
Up to 4 users total: owner + 3 teammates
Tasks, projects, OKR, calendar, notifications, AI, and manual CRM
1 GB storage and 25k AI tokens per month
No external integrations or ETL activation

Connected rollout

Pro

EUR 249 / month

Recommended

For teams ready to connect acquisition, CRM, finance, and operational data to the live workspace.

Best for: growth, RevOps, finance, or executive teams that need trusted signals and governed action routing.
Up to 10 users and 10 GB storage
Up to 5 organization integrations and 3 personal integrations per user
500k AI tokens per month with extra token packs available
Dedicated tenant database allocation during paid activation
Finance, attribution, inbox, and automation routes unlock as connectors go live

Custom contour

Enterprise

Custom

For customers that need dedicated infrastructure, policy depth, or a wider semantic and automation footprint.

Best for: larger organizations with stricter deployment, approval, residency, or integration requirements.
Custom seats, storage, and AI usage policy
Dedicated infrastructure, ETL orchestration, and approval flows
Expanded automation templates, custom widgets, and semantic marts
Commercial support, SLA, and enterprise rollout governance
Best fit for multi-team organizations with custom integration scope

What actually changes between plans

The product does not fork into separate editions. The same workspace expands across access, data activation, integrations, AI capacity, and governance depth.

Capability
Free
Pro
Enterprise
Who it is for
A small team getting one operating workspace in place fast
A connected business team ready for trusted KPI surfaces and live integrations
A larger rollout with custom infra, policy, or data requirements
Sidebar scope
Dashboard, Tasks, Projects, OKR, Team, Calendar, Notifications, AI, CRM
Adds Finance, Attribution, Integrations, Inbox, Automation as paid rollout surfaces
Full platform plus tenant-specific widgets and control layers
Data plane
Shared starter runtime
Dedicated tenant DB after paid activation
Dedicated infra and custom storage model
Integrations
Not included
5 organization + 3 personal/user
Custom package and orchestration scope
AI policy
Manual-first execution assistant
Operational agents plus token package and add-on token packs
Custom agent set, quota, and governance policy
Commercial support
Self-serve only
Guided activation and rollout review
Dedicated rollout model and SLA

The cleanest commercial path is staged

Buyers should never feel forced into rollout they do not need yet. The path should move from self-serve adoption to trusted connected operations only when the business is ready.

1. Start in Free if the product itself is still the main question

If the team first needs a shared workspace for execution, Free is the right entry point. You should not need a sales process just to prove the core product value.

2. Move to Pro when data trust becomes the next blocker

The upgrade point is when the team is ready to connect real systems, activate a dedicated tenant contour, and make finance or attribution views production-trustworthy.

3. Go Enterprise when policy or infra cannot stay standardized

Private deployment, custom approvals, residency requirements, or broader connector scope push the rollout into Enterprise.

Connected workspace

Pro rollout should feel like an activation, not a surprise upsell

The app already has dedicated surfaces for integrations, approvals, finance, and attribution. Pro should activate these with a clear readiness path and evidence, not a vague enterprise promise.

GoogleMetaLinkedInCRMFinance

Ready connectors

4 / 6

Credential scope

Org and user credentials are separated

n8n templates are linked before automation can run.

Google Calendar

Org scope

Active
Credential owner assigned
Template linked

Gmail Inbox

User scope

Mapped
Credential owner assigned
Template linked

Meta Ads

Org scope

Pending
Credential owner assigned
Template linked

LinkedIn Lead Gen

Org scope

Ready
Credential owner assigned
Template linked
Activation path
Save credentials in the right scope
Bind canonical automation template
Open access after readiness checks

Pricing FAQ

Search results and buyer conversations both work better when the pricing story is explicit and non-evasive.

Is Free a real product or only a trial shell?

Free is a real manual-first workspace. Teams can run tasks, projects, OKR, team, calendar, notifications, AI, and CRM without waiting for external integrations.

When should a team move from Free to Pro?

The move to Pro should happen when the organization is ready to connect external systems, trust shared KPI surfaces, and activate a dedicated tenant data contour.

Does Pro include integrations immediately on signup?

No. Pro is a paid activation path. Connectors, data mapping, and rollout checks are turned on as part of the activation process so the workspace stays coherent and safe.

What is the difference between Pro and Enterprise?

Enterprise is for customers who need custom infrastructure, stronger policy depth, or a wider integration and automation footprint than the standard Pro package.

Commercial intake

Need Pro or Enterprise activation?

Send the rollout context to ceo@planerix.com through the Planerix intake flow and we will map the right workspace, connector bundle, and AI usage policy.