AI CRM • Automations • Dashboards • 2D Commercial Animation

Custom CRM systems built to sell, manage and grow.

Planning Tech Lab designs CRM platforms around real business flows: leads, contracts, payments, reminders, reports, client portals and AI support. We also create 2D commercial animation content to explain services, products and processes in a direct way.

Explore CRM modules See animation area
Lead & client workflows
Payments & subscriptions
Reports & KPI dashboards
2D commercial explainers
Built around real operations
CRM, ERP and portals
Leads, contracts, invoicing, reminders, users, permissions and client areas.
Automation first
Stripe, SEPA, alerts
Automatic payments, recurring flows, notifications and task logic.
Explained visually
2D commercial animation
Short animated content for websites, campaigns and onboarding.

What Planning Tech Lab focuses on

More business systems, less generic experimentation.

CRM Core
Custom CRM Architecture

Modular back-office systems built around the exact workflow of the client.

Automation
Payments & Logic

Stripe, SEPA, reminders, document flows and status-driven actions.

AI Layer
CRM Intelligence

Search, summaries, KPI interpretation and AI support inside operational systems.

Creative Delivery
2D Commercial Animation

Visual explainers for offers, services, onboarding and product communication.

CRM modules and business systems

Concrete modules instead of generic portfolio cards.
ActiveAI CRM
Nami CRM Intelligence

AI search, summaries, semantic memory, CRM assistance and business knowledge retrieval inside operational systems.

LLMPythonVector DB
Ready modulePayments
Stripe & SEPA Collections

Recurring payments, payment links, client acceptance flows, automated reminders and reconciliation-ready logic.

StripeSEPAWebhooks
Ready moduleDashboards
KPI & Performance Dashboards

Operational charts, sales trends, staff activities, alerts and intelligent reporting for real business decisions.

Chart.jsReportsAnalytics
ActiveDocuments
Contracts, Quotes & Portals

Custom flows for contracts, quotations, approvals, PDFs, customer access areas and structured document history.

PDFPortalWorkflow
R&DVisual Sales
Explainer Visuals for CRM Sales

Animated visual assets that help present business software, flows and service value in a faster and clearer way.

2DSalesOnboarding
Ready moduleOperations
Multi-user Business Control

Roles, permissions, internal notes, assignments, agencies, teams and segmented access for complex operations.

RolesTeamsPermissions

2D commercial animation

We are starting to integrate a new visual service area: short 2D commercial animations for websites, sales pages, social ads and onboarding. The goal is simple: explain complex services faster, with more impact.

Product explainers
Explain software features, services and offers in a direct format.
Ad creatives
2D motion content for campaigns, landing pages and short-form promotion.
Onboarding scenes
Guide users through portals, dashboards and new digital processes.
Website impact
Animated sections that make the brand feel more alive and commercial.
Discuss animation content Back to CRM modules
Starter animated placeholder for the commercial 2D area. Later this can become a real video block, Lottie, WebGL scene or animated showcase.

Contact

Tell us what kind of CRM, automation or commercial animation you need.

Company details
Planning Tech LTD – London, UK
Registered Address: 48 Rotherhithe Old Road, SE16 2QD
Main direction: AI CRM systems, payment automations, portals, dashboards and commercial digital experiences.
For commercial delivery and managed services → OptimaLabs Ltd