The operating system for creative & marketing agencies

Your whole agency.
One planet.

Clients, content & approvals, production, multi-currency invoicing, attendance, chats, push-to-talk and live rooms, plus AI — one Arabic-first system, built inside a real agency to fix its chaos day by day.

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50+integrated modules in one system
4external portals for clients, guests & candidates
4+currencies across invoices & collections
3platforms: web, mobile, desktop

Figures describe the product’s capabilities, not customer statistics.

Brands managed inside Planet CRM

Value Westeros Al Shawwa Al Ashi Al Jamalla Fly 29 Wakeelak Terhal Al Zaytouna Tadawa Belal Hanif Jagal Lorya Mohamed Adel
The problem

Creative agencies deserve
better than this chaos

If your agency runs on WhatsApp groups, Excel sheets and people’s memory, you pay for it every day — in lost time, frustrated clients and money you can’t trace.

Before

Fifty WhatsApp groups

The brief is in one group, the edits in another, and the approval got lost in 300 messages.

With Planet

Fifty WhatsApp groups → ✓

Organised chats per client and team — every post has its own thread and a timestamped approval.

Before

Invoices in Excel

Who paid? In which currency? What’s left? Nobody knows until month-end.

With Planet

Invoices in Excel → ✓

Invoices in each client’s contract currency, partial collections, prepaid balances and a full month-close.

Before

Lost files & passwords

The original logo left with a designer, and the page password is in an old message.

With Planet

Lost files & passwords → ✓

Every client’s files in place, a vault for their accounts, plus checkpoints and full data recovery.

Before

Late approvals

The design has been ready for three days, waiting for an “OK” that never came.

With Planet

Late approvals → ✓

A content studio with a clear approval path — clients approve from their portal in one tap.

Before

Zero visibility

You find out who’s late — or which client is about to leave — when it’s too late.

With Planet

Zero visibility → ✓

Live dashboards, task reports, renewal alerts, and Ashraf tells you who’s behind and why.

Before

A tired, scattered team

Attendance on paper, leave requests by text, and no recognition for hard work.

With Planet

A tired, scattered team → ✓

Fingerprint & location attendance, one-tap leaves, points & rewards, and daily games that bond the team.

Why we built everything in one system

One system.
A comfortable team. Calm management.

The modern agency pays for ten separate tools: tasks, chat, invoices, attendance, approvals, reports… then pays the bigger price — hours lost moving information between them, and things falling through the gaps. We decided the whole agency should live in one place where every part talks to every other.

Everything connected

The same client in their file, invoices, content, shoots and chats. Rename them once and it changes everywhere.

A comfortable employee

They know what to do, nobody chases them across twenty channels, and their work is recognised with points and stars.

Management at ease

The full picture in a minute, with alerts before a problem rather than after — without endless follow-up meetings.

The client in the loop

They approve, comment, pay and ask from their portal, so they feel like a partner instead of someone waiting.

For the employee

  • “My Day”: what now, what next, and what is blocking me
  • Tasks with a real timer and reasoned pauses — logged time is real time
  • Review notes on the design itself, not in scattered messages
  • Leaves, permissions and advances in one tap, with a clear balance
  • Smart notifications that stay quiet after hours
  • Points, stars and rewards redeemed for real money on the payslip
Employee "My Day" start screen

For management

  • A command center with a company health score and its five parts
  • “Decisions waiting for you”: what needs a decision comes to you
  • Alerts before tasks run late and before ad balances run out
  • Each client's profitability from actual hours, not impressions
  • Granular permissions, and preview the system as any employee
  • A log of every financial action — who added, edited, deleted — with undo
Operations dashboard: company health score, KPIs, bottlenecks and team pulse

From a prospect’s first message…
to the last invoice of month-close.

Every step of agency life has a place in Planet — connected to each other, and visible only to those who need it.

Superpowers

Not another CRM.
A complete operating system.

01Content & approvals

From idea to published — without a single lost message

A content studio designed around how agencies actually work: a calendar per client, clear stages, and an approval path from art director to the client’s tap.

  • Per-client content calendar with an Instagram-grid preview
  • Story studio with layers, audio and publishing
  • Multi-stage approvals with a discussion per post
  • AI ideas and feedback on captions and designs
Learn more →
Sample data

Idea

Product launch reel
Ramadan ad
Campaign cover

Design

Offers carousel
Expo post
Hiring post

Review

Friday story
Client testimonial

Approved ✓

Client file — content & approvals tab
02Finance

Real agency finance — not a spreadsheet

Every client in their contract currency, every payment in its place, and every month closed with a tamper-proof snapshot. This is a full year of collections — tap to see it as a 3D skyline.

  • Invoices in the client’s currency: EGP, USD, JOD, ILS and more
  • Partial collections, prepaid balances and client ad balances
  • Print-ready receipts, payment vouchers and quotations
  • Month-close & CFO dashboard: cash-flow, payroll, expenses
Learn more →
Sample data
03Team comms

Your team talks — inside the system, not outside it

Chats, calls and meetings that turn into tasks. “On Air” is a push-to-talk walkie for field crews, and “Your Voice” brings live rooms and an internal podcast.

  • 1:1 and group chats, voice & video calls
  • “On Air” 📻 push-to-talk channels with a clip archive
  • “Your Voice” 🎙️ live stage with guests and an engaged audience
  • Summon a teammate from any page, plus a team wall
Learn more →
Sample data
Channel: Shoot crewSpeaking now: Mona
6 listening
04AI

AI that knows your agency — not generic AI

“Ashraf” is a voice assistant that reads each client’s brief, journey and team before answering. “Marketing Genius” is an agent that hunts new prospects, scores them and drafts the first outreach.

  • Ashraf: ask by voice about any client or task
  • Marketing Genius: automatic lead hunting & scoring
  • Financial recommendations and client insights
  • “Adam”, the client’s assistant inside their portal — sandboxed
Learn more →
Sample data
Ashraf, which clients need follow-up today?
Marketing Genius — hunting session
  1. Searching “new restaurants in New Cairo”
  2. Found 42 businesses
  3. Scoring each one’s digital presence
  4. 11 prospects scored above 80
  5. Drafting a tailored outreach for each
  6. Ready for review ✓
05HR

Happy team, happy clients

From the morning check-in to the payslip: accurate attendance, leaves without messages, fair reviews, and points that become real rewards.

  • Fingerprint & location attendance with device integration
  • Leaves, exit permits and automatic payslips
  • Performance reviews, points and rewards
  • Internal learning and a 3D office map
Learn more →
Sample data
23Present
2Late
3On leave
Points this month
S920
O810
N740
Y660
L580
06External portals

Portals that wow clients — and protect your data

Clients see their content, campaigns and payments and approve designs from their own portal. Prospects, job candidates and guests each get their own space — fully firewalled from your internal system.

  • Client portal: content, approvals, ads, payments, statement
  • Prospect accounts with quotations
  • Careers portal: applicants, interviews and scoring
  • Guest community, audience wall and games
Learn more →
Sample data
Client portal home: everything we make for your brand
Every module

50+ modules. One subscription.

Each module works on its own, and they all talk to each other: a task knows its client, an invoice knows its contract, and a notification reaches only who it concerns.

Clients & sales

8
Client file & briefClient journeyLeadsProjects & dealsRenewalsIssues & complaintsVault 🔐Agenda

Content & production

8
Content studioStory studioApprovalsProduction & shootsAdsDesigner toolsBest workPage scheduling

Finance

10
InvoicesCollectionsAd balanceExpensesSubscriptionsVouchers & quotesSuppliersPayrollCash-flowMonth-close

HR

9
My profileAttendanceLeavesPerformancePoints & rewardsDepartments & rolesRecruitingLearningOffice map

Comms

8
ChatsCallsMeetingsOn Air 📻Your Voice 🎙️Team wallAdmin requestsSummon

AI & culture

8
Ashraf AIMarketing GeniusInsightsMy Day ☀️TasksCafeteria & kitchenMusic loungeTeam games
The wall & sharing

An internal social network
that turns an agency into a team.

An agency is people before it is tasks. So at the heart of Planet CRM is a “Wall” that feels like the social apps your team loves — but private to your agency, secure, and connected to everything happening at work.

For every role

Everyone sees what they need.
Nothing more.

The full picture in one minute every morning.

  • CFO dashboard, cash-flow and month-close
  • Who’s late? Which client is at risk? Alerts before it’s too late
  • Granular permissions per person and per page
  • Preview the system as any employee
Security

Your data is your agency’s wealth.
We guard every door.

Granular permissions

By role, by page and by action — view, edit, approve.

Firewalled external sessions

Client, guest and candidate sessions are fully separate and can’t reach internal data.

Hashed passwords

Stored with one-way hashing — nobody can read them, not even admins.

Checkpoints & recovery

Version history for critical data and full recovery in one click.

Audit logs

Who changed what and when — deletes, edits and approvals.

Signed file links

Private files open via short-lived links after a permission check.

Server-side guards

Every API route checks session and permission — the browser is never trusted.

Data health checks

Continuous monitoring warns you if something is missing before you notice.

In your pocket

Agencies work from anywhere.
So does Planet.

Install it straight from the browser, or use the native Android, iOS and desktop apps — with instant notifications, location attendance and a touch-first interface.

  • One-tap installable PWA
  • Android, iOS & desktop apps
  • Instant, de-duplicated notifications
  • Location attendance in the native app
Simple math

Ten scattered tools
or one planet?

An illustrative estimate for a 25-person team. Actual prices vary by vendor and plan.

What an agency needsSeparate tool (est./month)In Planet
Project & task management~$250✓ Included
CRM & client management~$450✓ Included
Team chat~$220✓ Included
Video meetings & calls~$150✓ Included
Client content approvals~$300✓ Included
Invoicing & collections~$80✓ Included
Attendance & HR~$150✓ Included
Client portal~$120✓ Included
AI assistant seats~$500✓ Included
Internal learning platform~$100✓ Included
Total~$2,320$149
Full Growth plan: $149 /mo−94%And the biggest hidden cost: hours lost every day jumping between tools and copying data across them.
A day on Planet

This is an ordinary day
when everything works together.

Illustrative scenario
  1. 09:00

    Check-in

    The team checks in by fingerprint or location, and “My Day” suggests everyone’s tasks.

  2. 10:30

    Designs to review

    The art director approves; the account manager sends to the client’s portal.

  3. 12:00

    Client approves

    One tap from the client’s phone — the designer is notified instantly.

  4. 14:00

    The shoot

    The production crew coordinates on location via “On Air”, no calls needed.

  5. 16:00

    Payment collected

    The accountant logs a partial USD collection and the statement updates itself.

  6. 18:00

    The day in one answer

    The owner asks Ashraf about the day — by voice — and gets the answer.

In their words

What they say after trying it

Clients who follow their work through the Planet portal, and a team that works in it every day.

The biggest change is that we no longer ask “where are we?”. We open the portal and the content and designs are waiting for our approval — approve or comment in one click. The month is clear from day one.
ValueMarketing team Awaiting client sign-off
We used to deal with several parties for each part of our marketing. With Planet and its system we have one place to see the plan, the execution and the invoices together, and that saved us a lot of time.
WesterosManagement Awaiting client sign-off
A restaurant day is long and there is no time to chase messages. The portal tells us exactly what is needed from us, and the statement is ready whenever we ask.
Al ShawwaManagement Awaiting client sign-off
Following our ad campaigns and their balance from the same place we approve content was a leap. No more surprises about a campaign that stopped.
Fly 29Marketing team Awaiting client sign-off
Our service needs careful explanation and every word is reviewed. Commenting on each post in the approval path made review organised instead of lost between calls.
WakeelakFounder Awaiting client sign-off
The best part is that it is genuinely Arabic, not a translation. We send our requests, see who is working on them, and follow along easily from our phones.
Al AshiManagement Awaiting client sign-off
Shoots are organised now: date, place, crew and brief, then the final material waits for our approval. Nothing gets lost between shoot day and publish day.
TerhalContent team Awaiting client sign-off
In healthcare, accuracy matters. We can go back to any post and see who wrote it, who reviewed it and when we approved it. That reassures us.
TadawaMarketing Awaiting client sign-off

And from inside the team

I open “My Day” and know what to start with. Review notes are on the design itself, not in twenty messages.
DesignerPlanetAwaiting client sign-off
All my clients on one screen: brief, content, invoices and complaints. I stopped searching for things.
Account managerPlanetAwaiting client sign-off
Month-close takes an hour instead of two days, and the numbers match on every screen.
FinancePlanetAwaiting client sign-off
Check-in starts by itself when we reach the location. I have never lost a shoot day from my pay.
Shoot crewPlanetAwaiting client sign-off

Following Planet's “proof over promise”: each quote stays marked until its owner approves it in writing.

Pricing

Clear pricing.
No surprises.

Pay annually and save 20%. Every plan includes updates, backups and the apps.

Monthly Annual −20%

Starter

For small teams escaping group-chat chaos

$59 /mo
 
10 users included · up to 20
$5 per extra user
50 GB storage
Email support, 1 business day
  • Clients, briefs & client files
  • Daily tasks & “My Day”
  • Content studio & approvals
  • Team chats & meetings
  • Attendance & leaves
  • Client portal (essentials)
  • Mobile app (PWA)
Choose plan

Growth

For growing agencies that need finance & production in one place

$149 /mo
 
25 users included · up to 50
$4 per extra user
200 GB storage
Live chat support, business hours
  • Everything in Starter
  • Multi-currency invoices, collections & expenses
  • Production & shoot planning
  • Performance, rewards & learning
  • “On Air” push-to-talk walkie
  • Voice & video calls
  • Renewals, issues & reports
Choose plan

Enterprise

For groups & multi-branch networks

From $720 /mo
 
Unlimited
Unlimited storage
99.9% SLA & 24/7 support
  • Everything in Agency Pro
  • Unlimited users & storage
  • Dedicated servers or self-hosting
  • White-label & custom domain included
  • “Marketing Genius” included
  • Custom integrations & onsite training
Contact sales

All plans & add-ons

FAQ

Questions before you start

Is it truly Arabic, or translated?
Planet was built Arabic-first — from layout direction to notifications, reports and the AI assistant. External client portals support English too.
Can we migrate our existing data?
Yes. Our migration service imports clients, invoices and tasks from Excel, Trello or other tools, and we review it with you before go-live.
Can clients see internal data?
Never. The client portal runs in an isolated session and only reaches that client’s own content, campaigns and payments. Even the portal’s AI assistant knows nothing about anyone else.
Does it work on mobile?
Yes — as an installable web app, and as native Android, iOS and desktop apps.
What if we need more users than the plan includes?
Add users at a fixed price per user per month, or upgrade to a higher plan any time.
Can we host it on our own servers?
Yes, via the self-hosted license or the Enterprise plan. You can also buy the full source code by quote.
How do we pay?
After you send your subscription request we send payment details (bank transfer, InstaPay or a payment link), and your account is activated once confirmed.
Is there a trial?
We run a live demo tailored to your agency on sample data, and a trial period can be agreed within your quote.

Ready to move your agency
to another planet?

Tell us about your team, and we’ll prepare a quote and a live demo within one business day.