¿Cómo se compone el liderazgo de mi equipo comercial?
Nueva sesión
Capstone
Materials
Simulación
8 minutos
Objetivos
Comunicación
Negociación
SMS
No somos un LMS. Ni una encuesta de clima. Tampoco un programa de bienestar.
Es el primer programa de desarrollo organizacional que se opera solo.
Cairo crea, entrega, practica, mide y reporta. Tú revisas resultados.
El stack de RH se quedó atrás
Ventas opera con CRM. Finanzas con ERP. Marketing con analytics. Recursos Humanos sigue gestionando cultura con encuestas anuales, capacitación con catálogos genéricos y desarrollo con intuición.
Encuestas que llegan tarde
Cursos que nadie aplica
Decisiones sin datos
Organizaciones usando Cairo
Cómo funciona. Cuatro capas que operan como un solo sistema
Cada capa se alimenta de las otras. Todo lo que ves está conectado a lo que tu organización realmente es.
Cairo genera, adapta y entrega rutas de aprendizaje personalizadas por colaborador, según su rol, su nivel y los gaps que detectó el motor. La IA opera el programa completo y tú revisas resultados.
Cassy
Finance
Ravi
Operations
Janine
HR
Simulaciones con IA conversacional
Tu gente entrena habilidades blandas en escenarios reales de tu empresa. Las simulaciones se construyen con el contexto de tu organización, no con guiones genéricos.
codebase_final
zip
File analysed
Found 37 insights
Review
Pregúntale a Cairo
El motor de Cairo mapea perfiles de personalidad, estilos de liderazgo y patrones de comunicación de toda tu empresa. Conversas con él en lenguaje natural y obtienes respuestas con datos: cómo se compone un área, dónde están los riesgos, quiénes son tus líderes emergentes. Esa inteligencia es la que alimenta todas las demás capas.
Bookkeep.ai
Integration
Permissions
Read
Write
Acompañamiento humano
Cairo no cree que la IA reemplaza el criterio humano —lo escala. Por eso el sistema activa sesiones uno-a-uno con specialists certificados cuando un colaborador necesita acompañamiento real: liderazgo, salud mental, transiciones de carrera, momentos críticos. El motor detecta. La persona acompaña. Todo dentro de la misma plataforma, con privacidad por diseño.
Performance
Revenue
J
A
S
O
N
D
Cairo opera el programa de principio a fin
Una sola configuración inicial activa el ciclo completo. El sistema aprende de tu organización y se ajusta solo. Tú revisas resultados.
Tu empresa
Industria · SaaS B2BColaboradores · 240 Áreas activas · 6
Datos de tu empresa
Contexto cargado
Cairo
Programa generado
Rutas generadas
Simulaciones activas
Satisfied customers
On-time payments
Clients started paying sooner once invoicing became clearer and more consistent.
76%
Quote turnaround
Faster estimates meant fewer leads went cold waiting for a response.
58%
Repeat bookings
Customers came back more often when follow-ups started happening automatically.
84%
How Planar helps
Workflow with less friction
Easy quoting
Build and send clean, clear quotes in minutes
Safe permissions
Keep sensitive info secured and where it belongs
Track revenue
See what’s coming in, overdue, and what’s next
Simple data export
Get the information you need without digging or delays
Customization
Plan, track, and collaborate across every part of your business.
Shared calendar
Plan once, share it with your entire team instantly
Activity
December
Revenue
76%
Year-on-year revenue increase for businesses using Planar
Privacidad & Seguridad
Confianza por diseño
Datos individuales protegidos
Las conversaciones, simulaciones y sesiones de cada colaborador son confidenciales.
Permisos seguros
Los reportes muestran patrones por área, no por persona.
Cumplimiento y estándares
Encriptación en tránsito y en reposo. Cumplimiento con LFPDPPP y marcos equivalentes en cada país de operación.
Tus datos no entrenan modelos externos
La información nunca alimenta modelos públicos ni se usa para otros clientes.
Planar is a single platform where you run your entire business. Sales, projects, invoicing, inventory, scheduling, customer communication—it's all here, connected and working together. Instead of switching between separate tools that don't talk to each other, you get one system where information flows naturally from one function to the next. When a quote becomes a job, then an invoice, then a payment, it happens in one place.
Your team sees what they need, when they need it, without the friction of disconnected software.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options, and undergo regular penetration testing by independent security firms. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance.
Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Do you integrate with the tools my team already uses?
Yes. Planar connects to the software you rely on—accounting systems like Xero and QuickBooks, payment processors, email platforms, calendars, and more. Data syncs automatically, so you're not copying information between systems or dealing with version conflicts.
For anything beyond our standard integrations, our API gives you full access to build custom connections. Most teams find they need fewer external tools once they're on Planar, but we make sure the ones you keep work together properly.
How difficult is onboarding?
Most teams are up and running within a few days, not weeks. We handle data migration from your existing systems, configure the platform to match your business structure, and provide hands-on training for your team. You'll have a dedicated onboarding specialist who understands your industry and can translate your current workflows into Planar. We don't just hand you documentation and wish you luck—we stay with you until your team is confident and your operations are running smoothly on the platform.
What kind of support do you offer?
Real support from people who know the product. Every customer gets access to our support team via chat, email, and phone during business hours, with priority response times based on issue severity. You're not talking to a script—our support staff can actually solve problems and make configuration changes on your behalf when needed.
We also provide a comprehensive knowledge base, video tutorials, and regular webinars. Enterprise customers get a dedicated account manager and access to 24/7 emergency support.
How does your pricing work?
Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.
Can I customise the platform to match my workflows?
Extensively. Planar adapts to how you work, not the other way around. You can create custom fields, build your own workflow automations, design templates for documents and communications, and configure dashboards for different roles. Permission structures are granular—you control exactly who sees what and who can do what. For businesses with complex requirements, our professional services team can build deeper customisations.
The goal is a system that reflects your operations precisely, not a generic tool you have to work around.
“Our all-in-one solution.”
Planar is a modern solution to all our SMB woes, it’s simple and our team love using it everyday.
