The operating system for creative & marketing agencies
Yourwholeagency. Oneplanet.
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.
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.
Fifty WhatsApp groups
The brief is in one group, the edits in another, and the approval got lost in 300 messages.
Organised chats per client and team — every post has its own thread and a timestamped approval.
+300
Invoices in Excel
Who paid? In which currency? What’s left? Nobody knows until month-end.
Invoices in each client’s contract currency, partial collections, prepaid balances and a full month-close.
?
Lost files & passwords
The original logo left with a designer, and the page password is in an old message.
Every client’s files in place, a vault for their accounts, plus checkpoints and full data recovery.
3d
Late approvals
The design has been ready for three days, waiting for an “OK” that never came.
A content studio with a clear approval path — clients approve from their portal in one tap.
!
Zero visibility
You find out who’s late — or which client is about to leave — when it’s too late.
Live dashboards, task reports, renewal alerts, and Ashraf tells you who’s behind and why.
…
A tired, scattered team
Attendance on paper, leave requests by text, and no recognition for hard work.
Fingerprint & location attendance, one-tap leaves, points & rewards, and daily games that bond the team.
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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
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
Updates itself from the product
New this week
Features that just landed in the product — this list updates itself whenever we ship.
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.
SCROLL
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
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
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
“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
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.
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.
My profileAttendanceLeavesPerformancePoints & rewardsDepartments & rolesRecruitingLearningOffice map
05
Comms 8
ChatsCallsMeetingsOn Air 📻Your Voice 🎙️Team wallAdmin requestsSummon
06
AI & culture 8
Ashraf AIMarketing GeniusInsightsMy Day ☀️TasksCafeteria & kitchenMusic loungeTeam games
Real screens from the system
Captured from a demo workspace with sample data — exactly what your team will see.
Content Studio: a monthly content sheet per client with AI helpers
Client portal content plan & approvals
Client portal: work delivered by the team with activity heatmap
Client file — finance tab with invoices and balances
Notification routing per module and channel
Month-close checklist with P&L summary and Excel/PDF export
Cash flow across wallets, banks and payment channels
Collections tracker: who owes what and when
Payroll with deductions, bonuses and payslips
Reports: tasks, clients, finance and content KPIs in one place
Content Studio: a monthly content sheet per client with AI helpers
Client portal content plan & approvals
Client portal: work delivered by the team with activity heatmap
Client file — finance tab with invoices and balances
Notification routing per module and channel
Month-close checklist with P&L summary and Excel/PDF export
Cash flow across wallets, banks and payment channels
Collections tracker: who owes what and when
Payroll with deductions, bonuses and payslips
Reports: tasks, clients, finance and content KPIs in one place
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.
All interaction happens inside the system — nothing leaks into outside groups
Notifications reach the right person only, without noise for everyone
Management posts, pins and moderates, and everyone sees the same truth
Managementnow📌
Posts & announcements
The team posts photos, videos and text; management posts official announcements with a pop-up everyone sees.
Content team2m
Reactions & comments
Likes and multiple reactions, comments and replies — and the author is notified of every interaction.
Design5m
Mentions & sharing
Mention a colleague and they are notified; share a post by link or onto your own wall.
Management12m
Polls
Ask the team and see who voted for what — to plan a lunch or pick an idea.
Star of the day20m
Stars & celebrations
Star of the day, week and month, plus birthdays and work anniversaries posted automatically.
Company podcast34m
Company podcast ticker
A scrolling news ticker where every employee posts their news or shout-out of the day.
Live roomlive
“Your Voice” live rooms
TikTok-style live rooms: host and guests on stage, viewers and followers, and real-time audience interaction.
The team1h
Followers & viewers
Follow colleagues, see who watched and engaged with your live, and manage the room with bans and undo.
Break room2h
Games & challenges
Daily team games and contests with real points — to break up a long day.
Client portal3h
The client wall
Inside the client portal, a wall both sides write on: posts previewed as the audience will see them, with comments and reactions.
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
All your clients and threads on one screen.
Client brief, files, accounts and journey
Content calendar, approvals and post status
Renewals, issues and agenda
Team & client chat tied to the client
Focus on creating, not chasing.
Today’s tasks ordered in “My Day”
Review notes on the design itself
Designer tools and best work gallery
Points and rewards for great work
Right numbers the first time.
Multi-currency invoices & collections
Prepaid and client ad balances
Expenses, subscriptions, suppliers, payroll
Month-close with a frozen snapshot
A disciplined, appreciated team.
Fingerprint & location attendance
Leaves, permits and payslips
Performance reviews and rewards
Recruiting from job post to hire
An experience that makes leaving unthinkable.
Approves designs from their portal in one tap
Follows ad campaigns and results
Sees payments and account statement
Asks “Adam” and messages their team
Security
Your data is your agency’s wealth. We guard every door.
planet / security.logRunning
Granular permissionsBy role, by page and by action — view, edit, approve.On
Firewalled external sessionsClient, guest and candidate sessions are fully separate and can’t reach internal data.On
Hashed passwordsStored with one-way hashing — nobody can read them, not even admins.On
Checkpoints & recoveryVersion history for critical data and full recovery in one click.On
Audit logsWho changed what and when — deletes, edits and approvals.On
Signed file linksPrivate files open via short-lived links after a permission check.On
Server-side guardsEvery API route checks session and permission — the browser is never trusted.On
Data health checksContinuous monitoring warns you if something is missing before you notice.On
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 needs
Separate 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
$0
Full Growth plan: $0 /mo−100%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
09:00
Check-in
The team checks in by fingerprint or location, and “My Day” suggests everyone’s tasks.
10:30
Designs to review
The art director approves; the account manager sends to the client’s portal.
12:00
Client approves
One tap from the client’s phone — the designer is notified instantly.
14:00
The shoot
The production crew coordinates on location via “On Air”, no calls needed.
16:00
Payment collected
The accountant logs a partial USD collection and the statement updates itself.
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
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
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
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
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
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
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
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
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.
DesignerPlanet✓✓
All my clients on one screen: brief, content, invoices and complaints. I stopped searching for things.
Account managerPlanet✓✓
Month-close takes an hour instead of two days, and the numbers match on every screen.
FinancePlanet✓✓
Check-in starts by itself when we reach the location. I have never lost a shoot day from my pay.
Shoot crewPlanet✓✓
Pricing
Clear pricing. No surprises.
One complete system with every module — pay $199 monthly, $2,000 a year (two months free), or buy it outright once for $8,000.
Planet CRM — Full system · Every module, no exceptions: clients, content, finance, team and AI
Monthly subscription
Start today with no long commitment — cancel any time.
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.
