Lead Engine
Automated lead generation
We build a steady pipeline: targeted lists, personalized email campaigns and reply handling, with zero manual work. Leads come in while you work on something else.
- Apollo
- Instantly
- Python
PlanSmart builds an AI operating system for your company: agentic workflows that take over the paperwork, the lead generation and the back office. For a fraction of a new hire's salary, without stopping.
Most companies grow by hiring people for routine work. We see it differently: whatever you do the same way over and over, automate it once. From then on it runs itself, reliably, in the background.
We don't sell tools, we sell a working system. Each module replaces one specific, expensive time-sink, and together they run your back office.
Automated lead generation
We build a steady pipeline: targeted lists, personalized email campaigns and reply handling, with zero manual work. Leads come in while you work on something else.
The back office that runs itself
AI agents take over your processes: documents, data movement, reports, decisions. Not rigid rules, but agents that understand context and handle the exceptions too. 10+ hours a week freed up.
Custom AI built around your company
Research, scraping, customer support, decision support. We build AI that understands your context and works on its own. Not a chatbot, a teammate.
Your own infra, fixed cost
Your solutions run on your servers. No subscription spiral, no data dependency, just predictable cost and full control.
We build websites for many of our clients too, fast and well-crafted, like this one. Not our main focus, but we know it: if you need it, we handle that too.
Our modules form an operating system for your company: agentic workflows that run the back office. We tailor them to your processes — faster and more reliably than building from scratch.
The pipeline that never sleeps
Targeted lists, personalized outreach, automated follow-up and reply handling. A self-running lead machine that keeps filling your calendar, with no human oversight.
Data processing engine
High-volume scraping, cleaning, dedup and enrichment. Hundreds of thousands of records with targeted indexing — processing drops from minutes to seconds.
Agentic workflow engine
A chain of self-directed AI agents: research, decision, action, content. The agents use tools and hand off context to one another. Workflows that run with no oversight.
Your infrastructure
Everything runs on your own server: data, model calls, automation. Fixed monthly cost, no vendor lock-in, no data dependency.
A transparent process with fixed milestones. No months-long consulting — we ship a working system.
We map your processes and find the most expensive time sinks. Where your weekly hours go, what you repeat needlessly.
A payback-driven plan: what, in what order, at what ROI. With concrete numbers, so you see what you invest and what you get.
We build, integrate and battle-test the system. You keep running your business — the rollout is on us.
We measure, fine-tune and expand. The system grows with you, and we take over more processes.
* On a typical client project, within the automated processes. We calculate the exact savings during the assessment.
ROI, security, legal, rollout: the real questions our clients ask. If yours is not here, ask it on a free call.
We price per project, by the scope of the work. We do not sell a subscription — we sell a concrete system that pays for itself. For most of our clients the monthly cost is a fraction of a new employee’s salary, while the system keeps working in the background. The first step is a free assessment, where we tell you what is worth automating for you and what is not.
Most back office automation pays back in 3–6 months, and quick wins (such as lead handling or reporting) are often visible within weeks. Before rollout we record the baseline numbers, so the payback is not a feeling but a measurable fact.
Because we measure it. Before every project we capture the current state (how many hours, how many errors, how much cost goes into the task), and afterward we measure the same thing. You get a transparent report: if the system does not hit the numbers, we see it too. No flying blind.
Yes. We run your systems on your own infrastructure or on dedicated, European servers — not in a shared cloud. Access is granted only to those who absolutely need it, with logging. You always know where your data is and who touches it; for us this is a core principle, not an afterthought.
No. We build the system so that your data is not used to train third-party AI models and does not leave the controlled environment. Company data stays at the company.
Yes, this is one of our main specialties. We build self-hosted systems: your solutions run on your own server, at a fixed cost, without a subscription spiral or data dependency. If an external provider shuts down or raises prices tomorrow, it does not affect you.
Yes, GDPR is built in by default: European data storage, access control, logging and data minimization. Because the system is often self-hosted, the data never even goes to a third party, which simplifies compliance from the start.
The EU AI Act takes full effect on 2 August 2026, and most SMB automation falls into the low-risk category, meaning it does not carry strict obligations. Our systems include human oversight and transparency by default, which is exactly the basis of compliance. During the assessment we tell you where your case falls.
We design so that a human stays in the loop on critical decisions (human-in-the-loop), and the system flags exceptions rather than hiding them. Errors are logged and traceable. We do not hand you a black box, but a transparent system that we are also contractually responsible for.
Quick wins (one specific workflow) are often live in 2–4 weeks. We break a larger, multi-module system into phases, so every step is separately measurable and reversible. No months-long „big bang”, just gradual, controlled rollout.
No. That is exactly the point: we do not hand you a tool that you have to operate, but a finished, working system. We build it, we maintain it — you do not need to become a system administrator for it.
Yes. Most of your tools (CRM, invoicing, email, spreadsheets) can be connected. The whole point is for the systems to talk to each other, so you do not have to copy data back and forth. If there is no ready connection for something, we build it.
We do. We monitor the systems, log the errors, and maintenance is part of the service. We do not leave you alone with a complex system: if something stalls, our phone rings, not yours.
That is not the goal. We take over the routine work (paperwork, data shuffling, repetitive tasks), so your team can focus on real, value-creating work. For most of our clients there are no layoffs — instead, existing people work on more valuable things.
The system is yours. No vendor lock-in: we build the solutions so you can leave at any time and take them over on your own infrastructure. We do not hold you captive, we deliver value. If you stay, you stay because it is worth it.
On a 30-minute call we map your most expensive time sinks and tell you what to replace with a system first. Concrete numbers, no obligation.