Plannex, Run Client Work From Brief to Delivery

Plannex is a visual workflow platform for agencies, freelancers, and service teams to manage client work from brief intake to approval and final delivery. It brings production, review, revisions, stakeholder sign-off, and client handoff into one structured system, helping teams avoid scattered emails, lost approvals, and messy project delivery. The platform combines a visual workspace for internal teams with a clean client portal for reviewing progress, approvals, and deliverables, while keeping internal workflows private.

Features

Visual workflow canvas for mapping project stages and task flow
Structured brief intake for collecting client scope, goals, and references
Live project status tracking across production stages
Centralized approval system with sign-off gating
Revision tracking tied to specific deliverables
Client portal for progress updates, approvals, and file delivery
Internal and client-facing views separated for cleaner collaboration
Deliverables, reports, and project timeline in one place
Starter templates for agencies, campaigns, freelance services, and product launches
Workflow support from brief, review, approval, revision, to delivery
Shareable portal links for client access
Designed for agencies, freelancers, and service-based teams managing client work