The AI assistant for small business owners doing it all
Running a small business means handling everything. Planoria keeps your tasks, meetings, and follow ups organized in one private workspace, so nothing falls through the cracks.
In a small business, everyone wears several hats and there is no large team to catch the things that slip. Customer requests, supplier calls, deadlines, and the day to day of keeping the lights on all compete for attention. Planoria helps a lean operation stay on top of it all.
Capture a task or a customer follow up by voice or text, and it becomes an organized record rather than a sticky note that gets lost. One trustworthy workspace holds the business, so the details that keep customers happy are the details that get done.
What Planoria does for you
Everything in one place
Tasks, meetings, notes, and documents live together, so nothing gets lost.
Customer follow ups
Turn every promise to a customer into a scheduled follow up that gets kept.
Capture on the go
Add a task by voice while you are serving, on site, or between jobs.
Meetings to action
Record a supplier or client call and pull out the next steps automatically.
Find it fast
Search everything by meaning, so the detail you need is always at hand.
Private by design
Your business information stays in a workspace you control, never shared out.
How Planoria works
Capture the work
Speak or type tasks and follow ups as they come up during the day.
Keep it organized
Planoria sorts priorities and deadlines into a clear, current plan.
Deliver reliably
Work from one view so customer promises and daily tasks both get done.
A lean team that misses nothing
Small businesses win on reliability and personal service, both of which depend on not dropping the ball. Planoria gives a small team a shared sense of control by keeping every task, follow up, and detail in one organized place, so the things that matter to customers actually happen.
When capture is effortless and nothing is scattered, a lean operation can deliver the kind of consistency that usually takes a much larger team.
Customer promises, kept
The fastest way to lose a customer is to forget what you promised them. Planoria makes it simple to turn every commitment into a scheduled follow up, so callbacks, quotes, and deliveries are tracked rather than trusted to memory.
Record a call and pull out the action items, and the conversation becomes a clear list of what to do next, ready to act on.
Affordable, private, and simple
Small businesses watch every cost. Everyday organizing in Planoria runs at no AI cost, so the essentials stay fast and affordable, with AI available when a summary or draft genuinely helps.
Your business information stays in a private workspace you control, never shared with third parties, and always available to the parts of Planoria that make your day simpler.
Made for the way you work
Customer service
Track every callback and follow up so no customer is left waiting.
On site work
Capture tasks by voice between jobs without stopping to type.
Supplier coordination
Turn calls into clear next steps so orders and deliveries stay on track.
Planoria questions, answered
It keeps tasks, meetings, and follow ups organized in one private workspace, so a lean team stays on top of everything and nothing falls through the cracks.
Explore related features
Meet the assistant that runs your day
Start free in seconds. Capture your first task by voice and watch your day organize itself.