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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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Best CRM, helpdesk and production automation builder
Date: Jan 28 2023SummaryFrom 2013 to 2020 I worked for an IT company called 4Logist. For about 2 years we worked with the American system Nutshell CRM, but it did not last long, because it did not have the necessary integrations with the website, telephony, and it was inconvenient to work with tasks in it.
Then the company used the Onlyoffice program for about 3 years, but the number of clients and the company's needs grew, and we needed a program which would enable to set up the effective work of the sales and support departments, and receive reports on the key indicators of the departments and the company as a whole.
The question of finding a new system came up sharply. I remembered about PlanFix, which I had heard about at a business seminar.
Implementing PlanFix in the company "4Logist" I literally "fell in love" with this system, as it has turned out to be very flexible, like a construction set, and multi-functional. One of the features is the ability to configure individual workspaces for each department, where employees do not have extra buttons and functions.
We have automated the work of the sales and support departments, have made about 10 custom reports on key indicators, have set up integration with the website and messengers, have established teamwork. And, no matter what new tasks came up, we managed to solve them myself with Planfix (without the help of programmers).
I also implemented Planfix in my educational project "Academy of Development", for which it was also ideally suited.Positive- Configuration without programming
- Flexible customization for any type of business
- Customizable and suitable for all departments, even for manufacturing
- Many integrations with other services
- Support team responds very quickly and helps until the issue is resolved
- Ability to configure individual workspacesNegativeThe Projects object doesn't have processes and scripts like tasks.
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Few out-of-the-box configurations in English.
It is better to contact a specialized integrator for customization. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Effortless Task Management
Date: Dec 26 2023Summary1. We need to handle a specific type of tasks in a conveyor-like fashion.
2. The pricing is quite favorable at the moment.
3. The ability to customize the workspace and everything on the platform by ourselves is a big plus.PositiveSo far, everything is going well. It has all the necessary features for team management, and the price is affordable.
NegativePerhaps the interface, with its various menus, buttons, and such, can be a bit overwhelming. I haven't figured out yet if there's a way to disable some of it.
Read More...Official Planfix ResponseDate: Dec 28 2023
Thank you for your feedback! Please contact our Support Service: https://planfix.com/support/, where our colleagues will help you solve your request. -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Handy Gantt Chart
Date: Oct 17 2023SummaryThis system has helped ease my workload, allowing me to dedicate more time to development and marketing.
PositiveI tried out 5 services before stumbling upon Planfix. I was drawn to its flexible features, especially the Gantt Chart, which is exceptionally well-executed in the system. It provides a visual representation of task deadlines, their dependencies on each other, and allows for interactive date and dependency adjustments.
NegativeSo far, I'm liking all the functionality. The overly bright UI can be a bit distracting at times.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
The most flexible CRM-system on the market
Date: Jan 18 2023SummaryI can definitely recommend this system for different business cases. With Planfix you can build any system - from a simple Task Manager to the "Spaceship of your business".
PositiveI like the fact that the system doesn't force the company's business processes to fit the architecture.
It adapts itself to them.NegativeYou need a lot of time to figure out and to understand all the details of the system. Either you need the help of certified specialists.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Top-Notch Project Management
Date: Oct 05 2023SummaryIt's a great fit whether you're a small business, a medium-sized one, or even a big player. It'll help you fix up and automate like 95% of all the processes in your company.
PositiveThis system is simply excellent for project management, task organization, and client communication! You can customize it for anything, from a basic task management tool to your very own "spaceship".
NegativeThe learning curve can be a bit long, but thanks to the support team and some pre-made setups, getting the hang of it gets way easier.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Flexible and convenient
Date: Sep 11 2023SummaryThe ability to grant the access to clients simplifies communication and project management, clients can see the status of their tasks, make adjustments during the work process, and ask clarifying questions.
PositiveAn excellent system for project management. Easy set up, easy workflow organization. Fully customizable and highly scalable system.
NegativeEverything is well-liked. The only thing I want to note - mobile app need some improvements.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Highly recommend
Date: Sep 12 2023SummaryThere are numerous features for team collaboration, including chat, boards, schedulers, and calendars.
Working with projects is convenient thanks to templates and extensive customization and automation capabilities.
Planfix also integrates seamlessly with many applications. I want to highlight Telegram chat bot, which simplifies communication with clients and keeps you informed about everything happening within the system.PositiveIf you're looking for a customizable solution, then Planfix is definitely the right choice for you.
NegativeInitially, the rich functionality might seem overwhelming, but after investing some time in learning and understanding it, you can configure it to suit your needs perfectly. A special thanks to the Support team for their quick responses and detailed assistance.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
I searched for Planfix for a long time
Date: Dec 20 2023SummaryWe manage project-based sales. During our growth phase, we realized the need to handle projects within a single system, and Planfix allowed us to streamline the entire process.
PositiveIt's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.
NegativeIt's not the easiest system for newcomers; we'd like to see more use cases for onboarding new users.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Top-notch Management
Date: Oct 17 2023SummaryThis service is fantastic; we've customized it entirely to suit our needs. It's a user-friendly and flexible project management system.
PositiveIt's a breeze to keep track of a project's lifecycle - how much time we've spent on design, how much fixing bugs ate up. Plus, there are fancy graphical reports!
NegativeInitially, the system can be a bit confusing, and its design is somewhat lacking.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Great project management system!
Date: Jul 25 2023SummaryPlanfix - an excellent system for complex task and project management, and business process automation.
PositiveEasily set up and organize even the most extensive projects with a large number of tasks and participants. Providing access to clients simplifies communication regarding their projects, as they can see the status of their tasks, make adjustments during the work process, and ask clarifying questions.
NegativeI have not had any cons yet. Everything is well-liked.
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Outstanding Management Assistant
Date: Oct 05 2023SummaryA flexible tool for business management. Time tracking and financial analysis, including revenues and expenses, through analysis and reporting in a unified system are a crucial support for businesses. Moreover, the system is actively developed, which is a constant source of satisfaction.
PositiveHigh-level customer service and technical support. The ability to accelerate the development of essential features, influencing the current development schedule. Comprehensive access control, seamless communication with external contacts directly from tasks, and the ability to integrate them back into the task.
NegativeUX is overloaded, sometimes leading to non-intuitive navigation.
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