Can I migrate data between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?

Migration support varies by app and category. PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from PLANNY1: AI Project Agent for Daily Briefs & Task Updates" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

PLANNY1: AI Project vs Geopointe: Mapping — Salesforce

PLANNY1 vs Geopointe

Side-by-side comparison · 24 data points

PLANNY1

No rating yet

PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.

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1. Listing metadata

Field-level data

	PLANNY1	Geopointe
Tagline	“PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.”254 chars	“Geopointe is a Salesforce-native geolocation and territory planning solution that helps revenue teams turn strategy into execution by mapping accounts, leads, and opportunities directly in Salesforce. Click GET IT NOW for a FREE TRIAL.”236 chars
Description	1189 / 2000 chars59% used	1137 / 2000 chars57% used
Screenshots	—	—
Languages	en	enfifrdeit+5 more
Platforms	Salesforce	Salesforce
Developer	Klient Inc.	Ascent Cloud LLC

At a glance

8 metrics · auto-computed

Feature comparison between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation
Metric	PLANNY1: AI Project Agent for Daily Briefs & Task Updates	Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation
Rating	—	4.9 ★
Total reviews	0	931
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	1 tier
Listed features	★ 7	3
Languages	1 supported	10 supported
Listed since	May 2026	May 2010

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation is the stronger choice for most Salesforce AppExchange admins — 4.9★ vs PLANNY1: AI Project Agent for Daily Briefs & Task Updates's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, PLANNY1: AI Project Agent for Daily Briefs & Task Updates offers a free tier (free) while Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation has the larger user base (931 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. PLANNY1: AI Project Agent for Daily Briefs & Task Updates's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation; mid-market and enterprise admins with specific feature requirements should evaluate both — PLANNY1: AI Project Agent for Daily Briefs & Task Updates's 0-review base may include the workflow context that matches your specific use case better than Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: PLANNY1: AI Project Agent for Daily Briefs & Task Updates audit • Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation audit

Listed	May 28, 2026	May 24, 2010

Last updated	—	—

3. Features

As listed by each developer

PLANNY1

1. DAILY PROJECT BRIEFS, RANKED BY URGENCY Every morning at 8 AM, PLANNY 1 reads your live Klient PSA data and delivers a brief ranked by urgency — overdue tasks, slipping SPI, blocked dependencies. Portfolio for PMs, scoped for teams.
2. NIGHT RECAP AND WEEK AHEAD At 6 PM, PLANNY 1 wraps the day — what moved, what didn't, what carries risk into tomorrow. Ask for the week ahead and get the next 7 days: milestones due, deadlines approaching, resources committed.
3. ON-DEMAND DRILL-IN IN SLACK OR CHAT PLANNY 1 isn't a static dashboard. After the brief, follow up in plain English: who owns the slip, who's logged time this week, what's blocking the milestone. Live answers from your Klient PSA data.
4. UPDATE TASKS BY PROMPT When authorized, PLANNY 1 acts on your behalf. Close tasks already completed. Add the follow-up from this morning's standup. Create the next-phase project. Every write scoped by your permission set.
5. SALESFORCE AUDIT TRAIL, ATTRIBUTED TO YOU Every PLANNY 1 write is logged in the Salesforce audit trail and attributed to the user who triggered it — not the agent. Sharing rules, profile restrictions, and field-level security all apply.
6. AGENTFORCE-NATIVE. ZERO INTEGRATION PLANNY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Ongoing cost is Salesforce FlexCredit.
ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits.

Geopointe

ROUTE PLANNING & FIELD EXECUTION • Build optimized multi-day routes for upcoming trips • Automatically adjust routes when meetings change • Mobile-ready access for reps in the field
TERRITORY MANAGEMENT • Design and rebalance territories using real data • Speed onboarding with clearly defined coverage • Improve productivity with smarter territory alignment
GEOGRAPHIC ANALYSIS & ASSIGNMENT • Identify coverage gaps and growth opportunities • Assign leads and accounts by location automatically • Analyze performance by region, market, or segment

Keyword	PLANNY1	Geopointe
plan	Not ranked	#1
data from	Not ranked	#1
insights and	Not ranked	#1

7. App details

Long-form description · keyword frequency

PLANNY1

PLANNY 1 is the AI project agent for Klient PSA. Get briefed every morning. Update tasks by prompt. All inside Salesforce. Project managers and team members use PLANNY 1 to know what's slipping before the week forces the discovery. PLANNY 1 reads your live Klient PSA data — overdue tasks, slipping SPI, blocked dependencies, idle owners — and delivers a ranked brief every morning. Ask follow-up questions in Slack or chat. When authorized, PLANNY 1 also acts: close tasks, add tasks, create projects — on your behalf, attributed to you in the Salesforce audit trail. What you get with PLANNY 1: DAILY PROJECT BRIEFS. Every active project, ranked by urgency. Morning brief at 8 AM. Night recap at 6 PM. Week-ahead summary on demand. Same engine, two scopes — PMs see the portfolio, team members see their own work. ON-DEMAND DRILL-IN. Ask PLANNY 1 anything in Slack or chat. Who owns the slip. Who's logged time this week. What's blocking the milestone. Conversational, not a dashboard. ACTIONS, NOT JUST ANSWERS. Change task status. Add tasks. Create projects. Every write scoped by your permission set, logged in the Salesforce audit trail, attributed to the user who triggered it.

Top keywords

planny6×3.11%
tasks5×2.59%
project4×2.07%
morning3×1.55%
salesforce3×1.55%
add2×1.04%
add tasks2×1.04%
ask2×1.04%
attributed2×1.04%
audit2×1.04%
audit trail2×1.04%
brief2×1.04%

Geopointe

Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.

Top keywords

geographic5×3.52%
salesforce5×3.52%
custom3×2.11%
activity2×1.41%
analyze2×1.41%
geopointe2×1.41%
identify2×1.41%
mapping2×1.41%

Frequently asked

Common questions about this comparison

Is PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation cheaper?

PLANNY1: AI Project Agent for Daily Briefs & Task Updates is the cheaper option — it offers a free plan (free). Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?

AppRanks cannot separate these two on rating, because neither publishes one. Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation does carry the larger published review base (931 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?

Both apps are one-click installs from the Salesforce AppExchange. Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation has the deeper published review base (931 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

PLANNY1: AI Project Agent for Daily Briefs & Task Updates typically suits early-stage and growth-mode teams based on its published review base (0 reviews). Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation typically suits early-stage and growth-mode teams based on its published review base (931 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

PLANNY1 vs Geopointe

PLANNY1

1. Listing metadata

Geopointe

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

PLANNY1 · 4 changes

Geopointe · 0 changes

7. App details

Frequently asked

Is PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation cheaper?

Should I choose PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?

Which is faster to set up, PLANNY1: AI Project Agent for Daily Briefs & Task Updates or Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?

Which works better for small vs large Salesforce AppExchange admins?

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More popular comparisons

Can I migrate data between PLANNY1: AI Project Agent for Daily Briefs & Task Updates and Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation?