Clients.
Projects.
Delivery.

Planion connects projects, tickets, meeting notes, time tracking and customer portals into one consulting workflow.

Kick-off Client onboarded

Portal request In service 60%

Plani meeting AI summary ready

CRM sync In service 45%

Service ticket Waiting for customer 75%

Delivery Next step shared

05:42h billable work today

Consulting delivery this week

Client delivery Projects, tickets and portal in one place.

Meeting intelligence Plani turns calls into notes and tasks.

CRM connected HubSpot, Dynamics and assets stay linked.

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Clients.Projects.Delivery.