What is Planfix?
The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs.
Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support.
Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
Pricing
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
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Company Facts
Product Details
Product Details
Planfix Categories and Features
Workforce Management Software
Planfix enables businesses to streamline employee management and time tracking within a single platform utilized for daily operations. With features such as departments, teams, job roles, schedules, time zones, and vacation calendars, managers gain a transparent overview of employee availability and task distribution. The Temporary Replacement feature ensures that tasks and alerts continue to progress even during an employee's absence, minimizing potential disruptions due to the unavailability of vital staff members. Additionally, customizable employee fields and permission levels allow organizations to tailor their employee records to fit their specific frameworks while maintaining a cohesive link between personnel data and ongoing work.
Workflow Management Software
Planfix streamlines the flow of work among staff, groups, and various phases of projects. With personalized statuses and automated scripts, transitions become seamless: tasks can be allocated to the appropriate individual automatically, timely reminders are dispatched, and task information can be updated as progress is made. The planner interface provides various teams with the ability to view the same workflow tailored to their specific needs—whether by stage, team member, priority level, project, or other criteria. By keeping communication, documents, historical data, and procedural information attached to each task, the next assignee receives not only the task itself but also the essential context required to carry on with the work effectively.
Work Management Software
Planfix bridges daily operations with the underlying business framework. Rather than merely displaying a list of tasks, it integrates customer details, documents, correspondence, due dates, project connections, and workflow data, providing employees with essential context for informed decision-making without the need to sift through multiple systems. Planners and Workspaces enable various teams to manage shared tasks in accordance with their specific roles. Automation takes care of standard routing and notifications, while Chronicle highlights areas that require focus. Additionally, Reports offer managers a real-time overview of progress across different teams.
Time Tracking Software
Planfix integrates time tracking seamlessly with the tasks and projects that employees are engaged in. Rather than logging hours in an isolated system, teams can capture real-time data through Data Tags, linking it directly to the employee, task, project, and type of activity performed. This approach enhances the relevance of planned-versus-actual assessments and provides managers with a transparent perspective on resource utilization. Additionally, reports can leverage this data for project evaluation, budget management, or hourly compensation computations, eliminating the need to recreate the information manually in spreadsheets.
Task Management Software
A Planfix task transcends the mere notion of a to-do item; it serves as a collaborative environment where action and dialogue coexist seamlessly. With features like assignees, deadlines, checklists, attachments, customizable fields, subtasks, and process analytics, teams are provided with a solid framework. Meanwhile, built-in comments and Task Chat ensure that all discussions and decisions related to the work are documented. This eliminates the need for employees to toggle between a task management system and a messaging platform to ascertain their next steps. Additionally, functionalities such as recurring tasks, Task Processes, planners, reminders, automation, and Planfix AI render this model applicable for a wide range of uses, from straightforward tasks to complex, multi-phase projects.
Scheduling Software
Planfix Planners seamlessly integrate individual and team schedules with ongoing tasks. Team members can easily view their responsibilities and deadlines, while supervisors have the ability to allocate work across various days, hours, and team members' schedules without needing a separate planning system. The inclusion of recurring tasks streamlines routine activities, and synchronized workload calendars enhance coordination among colleagues, helping to prevent scheduling clashes. Since the schedule is centered on real Planfix tasks, any adjustments in timing or assignments remain linked to the original work, eliminating the need for duplicate planning.
Remote Work Software
Planfix empowers remote teams to manage their workforce as effectively as those in a shared office environment. By utilizing features such as department organization, workgroup classifications, role definitions, time zone adjustments, work schedules, and leave calendars, managers can gain a clear understanding of their distributed teams' structure and availability. The Temporary Replacement feature ensures that work continues seamlessly in the absence of any team member. External clients and contractors can engage through Planfix, email, or other supported communication platforms while keeping internal data secure. With centralized task histories, permissions, notifications, and reporting tools, remote teams are able to maintain clarity and accountability without the need for frequent meetings.
Project Planning Software
Planfix integrates various elements such as project organization, timelines, task interdependencies, resource allocation, and execution metrics within a unified planning framework. Gantt charts enable managers to visualize the impact of adjustments in one task on the overall timeline, while features like milestones, dependencies, and baselines help identify potential issues before they escalate into delivery challenges. Once the initial planning is completed, planners offer actionable perspectives for daily management. By utilizing the same Planfix tasks for both planning and execution, team members engage with the most up-to-date plan instead of relying on a schedule that may have become obsolete in a different tool.
Project Management Software
Planfix is designed to accommodate projects of varying scales and intricacies through customizable project frameworks that integrate tasks, communication, planning, and reporting within a single platform. This allows teams to seamlessly transition from overarching project strategies to daily operations, ensuring that they maintain visibility over deadlines, interdependencies, conversations, documents, and assigned responsibilities. Pre-defined templates streamline the setup process for repetitive projects, while Gantt charts and planners offer diverse perspectives on the same tasks for both managers and team members. Additionally, Data Tags and Reports convert project activities into quantifiable insights regarding time, costs, resources, and other key performance indicators, enabling managers to assess not only the completion of tasks but also the efficiency of their execution.
Professional Services Automation Software
Planfix empowers professional service teams by integrating client interactions, project management, time tracking, documentation, and financial information into a cohesive system. This allows team members to access customer context alongside the tasks at hand, facilitating a seamless transition from communication to execution while preserving critical agreements and project specifics. Insights into planned versus actual time, expenses, revenues, and other data indicators form the foundation for assessing project performance beyond mere completion metrics. By utilizing templates and automation, teams can standardize routine delivery phases, approvals, documentation, and follow-ups, enabling them to provide services with greater consistency as the organization expands.
Productivity Software
Planfix consolidates daily operations, communication, scheduling, and automation into a single platform, allowing team members to reduce the time spent toggling between various applications and handling information manually. Its features, including Planners and Chronicle, direct attention to immediate priorities, while recurring tasks, templates, scripts, and reminders automate routine responsibilities. This enables managers to have a better understanding of team priorities and workloads without the need for frequent status inquiries. Additionally, Planfix AI enhances productivity by summarizing lengthy conversations, harvesting data from communications, categorizing requests, and enabling employees to locate pertinent company information more swiftly.
Product Management Software
Planfix facilitates the entire product workflow, beginning with initial concepts and extending through development and launch. Utilizing whiteboards, roadmaps, backlogs, tasks, and Agile methodologies, teams can maintain a seamless connection between strategy and execution, rather than juggling multiple tools for each phase. All product-related discussions, requirements, documentation, and decisions remain integrated with the project as it progresses, providing clarity for various team members on the purpose behind the development and previously made agreements. Customized workspaces cater to the specific needs of product, development, and other teams, while Data Tags and Reports assist in analyzing time, expenses, revenue, and other important product metrics.
Kanban Software
Planfix offers customizable Kanban boards via its Planners feature, enabling teams to create lists based on various criteria such as stages, statuses, assignees, priorities, projects, or other factors that accurately depict the workflow. When a card is shifted, it can automatically adjust the associated task value, integrating the board into the workflow rather than merely serving as a visual aid. Additionally, a single task can be displayed across multiple Planners without creating duplicates, allowing both employees and managers to view collaborative work from multiple angles while maintaining consistency on the original task and its history.
Idea Management Software
Planfix empowers teams to transform concepts into structured workflows while maintaining the dialogue surrounding them. The Whiteboard feature provides a collaborative visual area where teams can brainstorm, link relevant ideas, and reach consensus before diving into execution. Once an idea is fully developed, it can seamlessly transition into a Planfix task, ensuring that momentum is not lost. Teams can continue their discussions in Task Chat, share documents, designate responsibilities, establish deadlines, and monitor progress. This approach ensures that the journey from ideation to execution remains transparent, preventing valuable ideas from getting lost in presentations, notes, or disjointed brainstorming activities.
IT Project Management Software
Planfix provides IT and development teams with a customizable platform for overseeing backlogs, sprints, tasks, requests, dependencies, and releases. It allows different roles—such as developers, team leads, and managers—to arrange their work in distinct ways without the need for duplicate tasks or fragmented boards. The platform's adaptable task processes and scripts streamline manual routing and status updates, while Task Chat facilitates technical discussions, file sharing, and decision-making directly related to the ongoing issue. Additionally, Planfix AI is capable of categorizing incoming requests and extracting organized information, enabling teams to swiftly transform unstructured requests into actionable tasks ready for processing.
Gantt Chart Software
Planfix Gantt charts offer a dynamic perspective on project timelines and interdependencies, in contrast to traditional static planning visuals. Project managers can easily modify dates, dependencies, delays, overlaps, and milestones directly within the chart, allowing for real-time visibility of how these adjustments impact the overall project schedule. Baselines help highlight any variations from the initial plan, while features supporting multiple projects facilitate the management of team members involved in various projects simultaneously. Since the chart is derived from live Planfix tasks, it ensures that planning is closely tied to team assignments, deadlines, project frameworks, and actual progress data.
Employee Communication Tools
Planfix ensures that employee interactions are directly tied to their work instead of being split into independent conversations. With features like Comments and Task Chat, discussions are anchored in context, allowing team members to share files, tag coworkers, reference previous messages, set reminders, and easily revisit the entire decision-making history without needing to piece together past conversations. The Chronicle feature consolidates important messages and events into a single feed, enabling employees to reply, accept assignments, or create reminders without needing to access each task one by one. This approach transforms communication into a tool that facilitates productivity rather than adding another layer for employees to keep track of.
Digital Workplace Software
Planfix offers a customizable digital workspace that enables employees to oversee tasks, projects, communication, customer interactions, documents, schedules, and organizational information all in one place. The workspaces are designed to allow each department or role to concentrate on the specific menus, planners, reports, and tools applicable to their duties, without segregating their data from the rest of the organization. This design provides employees with a streamlined working atmosphere, while managers can maintain interconnected processes among various teams. Access controls dictate what both internal and external users can view, and automation along with AI help minimize repetitive tasks as information flows throughout the organization.
Contact Management Software
Planfix Contacts serves as a centralized hub for managing interactions with clients, suppliers, contractors, partners, and various other external contacts. Its customizable fields enable teams to tailor contact records to align with their specific workflows, while also providing access to related tasks, files, and communications within the same framework. Regardless of whether a customer reaches out via email, WhatsApp, Telegram, social media, or any other integrated platform, managers can receive and respond to messages directly through Planfix, allowing customers to continue using their preferred communication method. This ensures that employees have complete access to the communication history when required, minimizing the likelihood of losing track of requests across multiple inboxes and messaging platforms.
Collaboration Software
Planfix ensures that collaboration is seamlessly integrated within the tasks at hand. All discussions, documents, decisions, and reminders are linked directly to the relevant tasks, eliminating the need for employees to sift through various chats and email conversations to recall agreements. The Comments and Task Chat features facilitate easy involvement of colleagues, clients, and contractors while allowing control over the visibility of information for external participants. Customers communicating via email or messaging platforms are also included in the same workflow. Consequently, teams are able to maintain context, accountability, and execution all in one centralized location, avoiding the constant toggling between communication and project management tools.
CRM Software
Planfix is a transformative CRM solution that operates in the cloud, tailoring customer relationship management to align with a company's unique workflows. Its customizable fields and processes empower teams to create sales pipelines that resonate with their specific operational logic, all while maintaining a comprehensive record of customer interactions—from initial inquiries to finalized agreements and ongoing service. Communications from various platforms such as email, messaging apps, and social media are seamlessly linked to the customer profiles, eliminating the need for managers to piece together context from disparate tools. Additionally, Planfix AI assists by extracting customer information, filling in gaps, categorizing requests, and initiating follow-up actions, allowing teams to reduce the time spent on manual CRM tasks.
Business Process Management Software
Planfix empowers organizations to tailor their business processes according to their specific guidelines without the need for coding. Rather than imposing a rigid workflow on teams, it allows for the customization of Task Processes, statuses, scripts, buttons, and Custom Objects to accurately mirror the actual operations of sales, approvals, service requests, and document flows within the organization. Automation ensures that routine transitions and actions are carried out consistently, while employees can engage in areas that require their decision-making. Comprehensive reports provide insights into the ongoing processes, enabling managers to pinpoint bottlenecks, delays, and workload distributions based on the data produced during actual operations.
Business Management Software
Planfix offers a unified management platform for various business teams, eliminating the need to use disjointed applications for their tasks. The Marketing team can effectively manage campaigns, while Sales and Logistics can streamline the journey from customer inquiries to fulfillment. Human Resources can handle employee-related activities, Product teams can oversee development processes, and the Help Desk and Operations can execute their specific workflows. Each team benefits from a customized Workspace aligned with their duties, all while accessing shared company information. This integrated approach facilitates smoother transitions between departments, reducing redundancy and minimizing gaps in context as work shifts from one group to another.
Agile Project Management Tools
Planfix facilitates Agile methodologies by offering customizable Planners that incorporate Kanban, Scrum, and alternative frameworks. This flexibility allows teams to tailor their backlogs, sprints, and boards to fit their specific workflows rather than conforming to a strict tool format. A single task can be showcased across various Planner perspectives for developers, managers, and other groups, ensuring that all parties are synchronized with a unified work source, eliminating the need for duplicate entries. Users can effortlessly modify task attributes through intuitive drag-and-drop actions, while features such as Task Processes, automation, time tracking, reports, and Task Chat integrate Agile practices with the broader organizational landscape.
More Planfix Categories
Marketing CRM
Planfix integrates customer information seamlessly with the projects and workflows that marketing teams rely on daily. This ensures that campaign activities are directly associated with contacts, communications, documents, tasks, and follow-ups, providing marketers with both customer insights and actionable data for their next steps. The platform features tools like planners, calendars, Kanban boards, and templates to streamline campaign coordination. Additionally, interactions from email, messaging platforms, and social media are linked to CRM records. With the help of Data Tags and Reports, users gain valuable insights into time management, expenses, budgets, ROI, and various campaign performance metrics, while Planfix AI automates the processing of incoming data, minimizing manual work.
Logistics CRM
Planfix integrates its CRM Transformer with functionalities for overseeing sales and logistics within a unified platform. This allows customer inquiries to remain linked with orders, invoices, documentation, communication, and delivery activities, providing staff with a seamless overview from the initial request to final delivery. The Tasks on a Map feature introduces crucial geographical insights for logistics teams: users can visualize locations, create paths between them, estimate travel times, and display task statuses directly on the map. This integration simplifies the coordination of fieldwork and delivery operations by merging route planning with the relevant customer and process information for each task.
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Smart Access Management
Date: Feb 27 2024SummaryExtensive 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.
PositivePlanfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.
NegativeThe 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
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Best choice for beginners!
Date: Jun 14 2024SummaryAll-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.
PositiveHonestly, 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.
NegativeNot 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.
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Multifunctional constructor
Date: Oct 17 2023SummaryA wonderful builder with effective project management features and customer funnels. Helped us automate most of our tasks.
PositiveOnly 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.
NegativeSo far, everyone, including our users and the platform configuration team, is content with what we've found.
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Voice-Based Task Management
Date: Oct 17 2023SummaryWe 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!
PositiveWe 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.
NegativeWe had to engage an integrator to customize Planfix to align with our business processes.
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Cost saving Project Management solution
Date: Aug 08 2023SummaryA 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.
PositivePlanfix 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.
NegativeI can't say anything negative, everything is fine. Perhaps more short tutorial videos for onboarding would be nice.
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Responsive Dev Team
Date: Oct 17 2023SummaryIt'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.
PositiveWe'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.
NegativeNot 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.
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Amazing CRM for bussiness
Date: Jan 18 2023SummaryIn my developers team we work with Planfix more than five years. All our efficiency depend on Planfix.
PositiveI'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).
NegativeBut time to time I need integrations with banking or accountant, or DocuSign maybe. I hope they'll add it in future.
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Convenient Service
Date: Oct 19 2023SummaryA highly adaptable and continually evolving tool that easily aligns with various industries. Thanks to Planfix, we've integrated and automated numerous business processes.
PositiveWe 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.
NegativeAt times, Planfix can be overwhelming with its abundance of features.
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A unified system for the entire company
Date: Sep 11 2023SummaryWhat'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.
PositivePlanfix has become the core solution for managing all of our business processes: task and project management, CRM system, onboarding, and employee training.
NegativeIt 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.
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Painless Process Automation
Date: Oct 17 2023SummaryThis system has allowed us to automate a multitude of tasks, including sending messages to clients at their preferred times.
PositivePlanfix 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.
NegativeThe 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.
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A Significant Difference Compared to Other Services
Date: Nov 29 2023SummaryThis 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.
PositivePlanfix 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.
NegativeThe absence of notifications in the mobile version (due to my phone's lack of Google services) is a minor drawback.
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Incredible Flexibility with Tons of Features
Date: Nov 09 2023SummaryA complete toolbox for personal use and business planning. Thanks to Planfix, we've integrated and automated numerous business processes.
PositiveAutomation 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.
NegativeLack of workspace functionality in the mobile app. It would be great to have better usability in the app; some aspects are not very intuitive.
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Speed of Management
Date: Oct 05 2023SummaryWe 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.
PositiveOne-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.
NegativeEverything suits us; the system meets our needs perfectly.
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Lots of Customization without the Need for Coding
Date: Dec 13 2023SummaryIt offers extensive customization options. Plus, there's fast and helpful support that genuinely resolves issues and provides assistance.
PositiveWe found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.
NegativeSubjectively, switching between descriptions and checklists isn't very convenient.
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Loads of Customization Options
Date: Oct 05 2023SummaryIf 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.
PositiveWhen 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.
NegativeThe 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.
Read More...Official Planfix ResponseDate: Oct 06 2023
Thank you for your feedback! A dark theme is planned for the future. We provide updates about the system in our Telegram channel: @planfix_news and on our Blog: https://planfix.com/blog/. -
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Easy Customization, No Coding Required
Date: Oct 05 2023SummaryThe 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.
PositiveLoads 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.
NegativeBack 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.
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A year and a half on Planfix - everything is fine!
Date: Jan 17 2023SummaryA 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.
PositiveWe 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.NegativeTo 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.
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There is no warehouse accounting. And this is very lacking. -
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A fantastic tool for planning and reporting!
Date: Oct 05 2023SummaryThanks 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.
PositiveThe 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.
NegativeIn 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.
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Tasks on the Map
Date: Oct 17 2023SummaryIt'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.
PositivePlanfix 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.
NegativeIn principle, there is ample functionality available, but not all of it has been implemented in the mobile version.
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Fully customizable system
Updated: Aug 08 2023SummaryIn 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.
PositiveI 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.NegativeThe 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.
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