Design flows. Deliver outcomes.

Client Brief·Received

Design Approval·Pending

Final Delivery·Ready

For agencies & service teams ·Click anywhere ↗

Run client work from brief to
approval to delivery.

Plannex gives agencies and service teams one visual system for production, review, revisions, and delivery.

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Brief intake✦Client approvals✦Revision tracking✦Stakeholder sign-off✦Creative production✦Client portals✦Handoff documentation✦Agency workflows✦Deliverable reviews✦Campaign production✦Brief intake✦Client approvals✦Revision tracking✦Stakeholder sign-off✦Creative production✦Client portals✦Handoff documentation✦Agency workflows✦Deliverable reviews✦Campaign production✦

2,400+

Teams delivering faster

50K+

Client projects run

98%

On-time delivery

4.9 ★

Average rating

Why teams choose Plannex

One system. Full client journey.

From the first brief to the final handoff, without scattered emails, lost approvals, or messy handoffs.

Capture the brief

Clients submit briefs directly. No email chains, no lost attachments. Everything lands structured, in one place.

Brief intakeStructured

Move work visually

Map every production stage on a live canvas. Drag, connect, and see the full picture at a glance.

Visual canvasLive status

Centralize approvals

Every sign-off, revision request, and decision in one place. The pipeline doesn't advance until approved.

Approval gatesAudit trail

Deliver cleanly

Share a polished client portal. Clients see progress and access deliverables — your internal workflow stays private.

Client portalShareable link

How client work flows

Every step, in sequence.

One continuous flow from the first brief to a clean, delivered project.

Brief

Client submits scope, goals, and references in a structured intake.

Review

Internal team reviews deliverables against brief criteria before client sees anything.

Approve

Client signs off via the portal. Approval is logged, timestamped, and gates the next step.

Revise

Revision requests are attached to the exact deliverable. No email threads, no confusion.

Deliver

Final files, links, and handoff notes go live in the client portal. Clean, professional, done.

"We used Plannex to run briefs, approvals, revisions, and client delivery in one place."

Brief → Review → Approve → Revise → Deliver

Starter templates

Start in seconds, not hours.

Pick a template built for your type of client work and go from blank to running in one click.

Agency

Client Delivery

Full brief-to-delivery workflow for agency client projects.

5 nodesApprovalsPortal

Use template →

Marketing

Campaign Production

Run campaigns from brief through creative to client sign-off.

5 nodesCreativeReview

Use template →

Freelance

Service Delivery

Scope, build, and hand off freelance work without the back-and-forth.

4 nodesSign-offHandoff

Use template →

Product

Product Launch

Discovery to release with stakeholder approvals at every gate.

5 nodesBeta gateLaunch

Use template →

Client portal

Your clients review and approve
without touching the mess.

Share a clean, branded portal link. Clients see exactly what they need, progress, approvals, and deliverables — while your internal workflow stays private.

Client-facing only

One link. Full visibility.

Clients get a polished portal with live project status, approval requests, and final deliverables. They never see your Kanban columns, internal notes, or team chat.

Live progress, always up to date
Approval requests with built-in sign-off
Deliverables, reports, and timeline
Internal workspace never exposed

See it in action

Brand Redesign — Phase 2Live

plannex.app/p/xk8a2…

OverviewApprovalsDeliverablesReports

Overall progress68%

Pending

Delivered

Revisions

Homepage wireframes deliveredDone

Brand style guide approvalAwaiting sign-off

Copy deck revision requestedIn revision

Pricing

Simple pricing, no surprises

Every plan includes Smart Studio, Deliver hub, and all core features. Start with a 7-day free trial.

Nomad

Solo starter

$5.99/mo

Cancel anytime

Members1

Blueprints3

Uploads10 MB

✓ 7-day free trial

✓ All core features

✓ Deliver hub access

Start free trial

Best for personal planning

Good questions.

No — start with just a blueprint and a few nodes. Add columns, automations, and smart apps only when you need them. It scales with you.

Kanban shows task status. Plannex shows the full picture: how nodes connect, what blocks what, where decisions live — all on one visual canvas.

Chat is inside the work. Conversations and decisions stay attached to nodes and blueprints — not in a separate tool you'll forget to check.

Yes. Assign members, manage visibility by group, and collaborate in real time. Built for agencies and small teams, not just developers.

Yes. The Deliver hub gives a clean, read-only view perfect for sharing — no internal clutter, just the essentials your clients care about.

Start today

Client work, without
scattered approvals.

For agencies, freelancers, and service teams tired of managing client work across five different tools.

Start free, it's on us Explore docs

No credit card required · 7-day free trial · Cancel anytime

Run client work from brief to approval to delivery.

One system. Full client journey.

Capture the brief

Move work visually

Centralize approvals

Deliver cleanly

Every step, in sequence.

Start in seconds, not hours.

Client Delivery

Campaign Production

Service Delivery

Product Launch

Your clients review and approvewithout touching the mess.

One link. Full visibility.

Simple pricing, no surprises

Good questions.

Client work, withoutscattered approvals.

Run client work from brief to
approval to delivery.

Your clients review and approve
without touching the mess.

Client work, without
scattered approvals.