Brainstorm. Build logic. Manage tasks.
Plannex reads your client brief and builds the entire project, parallel workstreams, approval gates, revision loops, automatically. Gates watch multiple nodes and trigger actions when conditions are met. Clients get a clean portal with automated updates. No login required. Built-in insights track approval velocity, revision rate, and budget burn. Brief to full project map. One canvas. No switching between 5 tools to manage one client.
Plannex collapses brief-to-invoice client engagement into one canvas with audit-trail approvals, branded client portal, and live budget/timeline tracking. Eliminates tool-switching and provides timestamped decision history.
Branded client portal shows live status, deliverables, and approval requests while keeping internal canvas, owners, and gates private. Read-only access prevents accidental edits.
Live margin per project, burn rate, and projected final cost read directly from canvas nodes. Six health signals (progress, timeline, budget, revisions, approvals, client signals) tracked together without separate reporting work.
Gate nodes require pre-conditions to be met before phases unlock; approval velocity and risk queue surfaces stuck sign-offs automatically. Audit trail timestamps every decision.
Gate nodes, approval nodes, webhooks, Slack/Discord notifications, and delegation all included in every plan. Automations live inside the canvas as visual nodes, not hidden in settings.