Planfix Reviews

Extensive customization options that allow you to create your own workspace, restrict access to projects, tasks, contacts, directories, and more. Planfix offers extensive customization options, for instance to tailor the workspace according to specific needs and preferences. It’s easy to personalize various aspects such as project settings, task assignments, contact lists, directories, and more.

Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.

The interface is sometimes overloaded. There are not enough visual video tutorials. The interface can feel overloaded at times. Additionally, there is a lack of visual video tutorials available, making it challenging for users to quickly grasp the software's functionalities and navigate through its complexities

All-in-all Planfix helps you automate most of your work, offering you the benefit of automating your workflow at the initial stage itself. It thus, helps in improving the efficiency and quality of services you want to provide.

Honestly, Planfix is quite underrated as a management platform. As for my experience with Planfix, there's a lot I have to say. Firstly, it is pretty user-friendly for someone new to managing work and projects. The dashboard is easy to navigate and the tools are easily accessible too. The best part about using this platform is that you can personalize it via integration that is available with various platforms. Their customer service is also reasonably responsive.

Not that I have countered any downside on my own, however, there are many good competitors of Planfix that are going great. So, I would suggest they work more on expanding their reach and adding more custom tools to their dashboard.

A wonderful builder with effective project management features and customer funnels. Helped us automate most of our tasks.

Only in Planfix we succeeded to set up funnels that suit us perfectly. For example, we've got one sales funnel that covers the customer's journey up to contract signing and payment. Then there's another funnel - docflow, with several stages, which we can now track easily. When we close a sale, a company card is automatically created in the second funnel and gets assigned to the responsible lawyer handling the paperwork. This automation has freed up 80% of my time.

So far, everyone, including our users and the platform configuration team, is content with what we've found.

We have been able to address most of our management challenges and automate numerous processes. Thank you for providing us with a sophisticated yet highly flexible system!

We conducted an extensive search for a project management system, and Planfix stood out due to its voice task assignment feature and the availability of a mobile application.

We had to engage an integrator to customize Planfix to align with our business processes.

A project and task management and a repository for clients, document, and financial information. Our primary focus is on ensuring that our team dedicates substantial time and effort to providing quality service to our clients, all while maintaining their well-being and avoiding burnout. To achieve this, we diligently collaborate with guidelines and program processes into our project management system. By doing so, we minimize the time spent on routine matters, allowing our team to concentrate primarily on client tasks and delivering value.

Planfix project management tool provides a wide array of capabilities, demonstrating remarkable flexibility that empowers us to effectively automate various business processes. For instance, consider the following simple scenario: when a new employee joins our team, it is crucial to ensure a seamless onboarding experience without missing any important details. With just a single click, tasks are assigned to respective individuals. This includes setting up a workspace, provisioning a computer, handling necessary paperwork, conducting an office tour, and so forth. These are the kind of features we highly value in our project management system, as they allow us to achieve significant cost savings while sparing our workforce from tasks that can be automated.

I can't say anything negative, everything is fine. Perhaps more short tutorial videos for onboarding would be nice.

It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.

We've been with Planfix for a while, and the system keeps surprising us with new features. For instance, the folks recently added automatic access rights assignment for Support team in the scenarios. They listen to our wishes and make them happen, which is awesome.

Not always a fan of the design updates. They added icons to the main panel, which looks nice, but now not all sections (we have a lot of them) fit, so we either have to scroll or move them to the additional menu.

In my developers team we work with Planfix more than five years. All our efficiency depend on Planfix.

I'd like flexibility of Planfix in all my wishes. If I see a routine process it is very possible I'll automate it through Planfix in some minutes (not hours or days).

But time to time I need integrations with banking or accountant, or DocuSign maybe. I hope they'll add it in future.

A highly adaptable and continually evolving tool that easily aligns with various industries. Thanks to Planfix, we've integrated and automated numerous business processes.

We have streamlined the operations of our HR department significantly. It's convenient to manage all aspects of the hiring process, from requisition to candidate selection. Planfix's versatility has enabled us to centralize communication with applicants within a single system. The extensive range of integrations has greatly improved our interactions with recruitment websites.

At times, Planfix can be overwhelming with its abundance of features.

What's particularly valuable is the ability to consolidate all departments and functions within a single solution. We've minimized the time and resources required for system setup and maintenance. There's no need to worry about synchronizing data or transferring information from one system to another.

Planfix has become the core solution for managing all of our business processes: task and project management, CRM system, onboarding, and employee training.

It takes some time to understand and tailor everything to our specific tasks and processes. However, this is more of a common challenge with any system. I would appreciate more instructional videos.

This system has allowed us to automate a multitude of tasks, including sending messages to clients at their preferred times.

Planfix makes it a breeze to automate those mundane tasks, freeing up time for more creative and strategic endeavors. With features like recurring tasks, reminders, and versatile workflows, you won't miss a beat while keeping those deadlines in check.

The interface may seem a bit unfamiliar in places, but as you get the hang of the system through the learning curve, it becomes second nature. Of course, like with any other system, you'll need to invest some time in getting to know it.

This service is highly adaptable and, in my view, fulfills the needs of both individuals and organizations admirably. It strikes an excellent balance between cost and functionality.

Planfix has made a significant impact, reducing deal closure time, streamlining our sales processes, speeding up inquiry response times, enabling customer segmentation, facilitating the creation of sales management dashboards, and automating our sales funnels. The Support team is truly exceptional, displaying unparalleled openness and eagerness to assist with problem-solving.

The absence of notifications in the mobile version (due to my phone's lack of Google services) is a minor drawback.

A complete toolbox for personal use and business planning. Thanks to Planfix, we've integrated and automated numerous business processes.

Automation of document generation from templates, flexible parsing of HTTP response data, organization, tracking, and email document delivery to partners from tasks, flexible analytics, and reporting.

Lack of workspace functionality in the mobile app. It would be great to have better usability in the app; some aspects are not very intuitive.

We are pleased that our entire company transitioned to Planfix. Communication within the company and task management have become significantly faster and easier. The notification system is impressive; we never miss important tasks or comments.

One-click task assignment, convenient notifications through email and Telegram bots, and user-friendly reporting. I must highlight the ability to influence the current development plan, ensuring that the desires of the majority of users are heard. I haven't encountered such an opportunity anywhere else.

Everything suits us; the system meets our needs perfectly.

It offers extensive customization options. Plus, there's fast and helpful support that genuinely resolves issues and provides assistance.

We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.

Subjectively, switching between descriptions and checklists isn't very convenient.

If you've been on the hunt for a system that you can tweak to fit your exact needs, centralize all your work in one place, and run it on your own domain, then Planfix is your go-to solution.

When I had a ton of tasks to manage, and it felt like I was constantly falling behind, I realized we needed a system that could not only make task management simpler but also automate our work processes as much as possible. A colleague suggested Planfix, and I jumped right into checking it out. At first, it seemed pretty fancy and overwhelming, so I gave it a pass. But fast forward two years, I came back to Planfix, armed with experience from other systems that just couldn't keep up with my growing demands.

The lack of a dark theme is a bit of a bummer. It'd be cool to have the option to switch between a light and dark theme.

The system's functionality has allowed me, as an Operation Manager, to realize all my requirements with ease — simple, clear, and seamless integration with email, Telegram, and more.

Loads of settings options for a quick kickstart. They even introduced a PlanFix course to help us get the hang of things faster. Plus, CRM setup came to the rescue once in getting the hang of PlanFix's capabilities.

Back in the day, the interface was a bit of a bummer with its outdated look. But hey, things have changed for the better, and now it's super user-friendly and actually enjoyable to use.

A convenient system for businesses of any size (up to 5,000 employees). It works fast, there are no failures. You can grow an employee in your organization who will administer the Planfix and save on support.

We manage projects and tasks in the Planfix. We control deadlines and performers. We use two types of task mapping: kanban and Gantt chart.

The system is very (maybe too) flexible. For different employees of the same organization, the Planfix may look completely different.

All communication with clients was transferred to Planfix. Our clients write from Instagram, Whatsapp, mail - we reply to them from Planfix. And they don't even know about it.

We use integration with telephony. It is very convenient to call directly from CRM, while seeing the client's card, his tasks and correspondence. After the call, a call record is added to the client's card. And if the call is missed, the information about it comes to the head of the department.

I like that I can configure everything I need in the Planfix without writing code! Such systems are the future.

To confidently use the Planfix, you need to spend some amount of time. The system is new, there are very few communities. There is almost no information on the Internet. It saves that the support works very quickly and friendly.

There is no warehouse accounting. And this is very lacking.

Thanks to PlanFix, we've significantly reduced our reliance on multiple software applications, making our operations smoother across various areas and almost every department in the organization. This software has become an invaluable asset for improving task management efficiency and speeding up our accounting processes.

The system's incredible flexibility, which doesn't require any coding, is a real game-changer for someone like me, a Chief Accountant. It allows us to set up projected cash flows, plan expenses, and track accounts receivable, all within one integrated system. Managing client interactions is a breeze, without the need for external services, ensuring we pay attention to every detail. It records every email and action meticulously, and even during phone calls, we can easily add extra client data or summaries to their profile. This super-efficient approach means we can access vital data and agreements in no time.

In the beginning, the system might seem a bit overwhelming due to its complexity. It takes some time and effort to get the hang of it, but there are plenty of learning materials to help kickstart your journey with Planfix.

It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.

Planfix offers a wide range of integrations, including compatibility with mapping services. It not only displays tasks on the map but also has the capability to calculate routes between them, providing information on the total distance and estimated travel time - a highly convenient feature.

In principle, there is ample functionality available, but not all of it has been implemented in the mobile version.

In general, Planfix is suitable for those who are not seeking standard "out-of-the-box" solutions but want to get customized solutions for their business. In this aspect, Planfix has no equal, as it allows adapting everything to our unique business processes and the specific nature of our company's operations.

I was looking for a system that could be tailored to specific business processes. Prior to this, I had experience with different systems, but many of them encountered limitations in customizing them exactly the way our company needed.
My choice fell on Planfix, and I have no regrets about it. At first, I set up the basic processes - project management, tasks, etc. But now, we have moved a significant portion of all team processes into the system, abandoning other solutions.

The system might deter users with minimal implementation and configuration experience during onboarding due to its extensive functionality. However, for experienced users, this is more of a plus than a minus. Yes, it takes some time to understand how everything works, the logic behind it, but it's worth it. I must also commend the Support Team's work, as they provide detailed answers to all questions, making the onboarding process easier.