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About

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

About

Get better control of your projects and deliver the best results with ProofHub. Robust and scalable, ProofHub allows teams to efficiently communicate and collaborate on projects in a centralized location. This software as a service (SaaS)-based project management solution features project collaboration, project management, and portfolio project management that includes task and resource management. Available for both iOS and Android, ProofHub makes it easier for remote teams to stay connected using any device, anywhere and at any time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes

Audience

ProofHub is ideal for freelancers as well as large-scale corporations from different business verticals. The solution is specifically designed to fit any corporate setup.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0 per user per month
FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
Free Version
Free Trial

Pricing

$45.00/month
Proivdes free trial. No contracts and no per-user fees.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.4 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.9 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • 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.
  • Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.
  • So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
  • It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.
  • We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

Pros & Cons from Real Users

Pros

  • It is a tool with a great sense of administration, providing an extensive Kanban board that has given us the possibility of managing our work, accompanied by multiple other tools that provide comfort and a wide interface to push our work to the next level. Front page allows us to monitor processes by creating milestones and activities, where we integrate all our work and evaluate the progress of projects thanks to the generation of complete reports full of multiple interactive diagrams. He is, without a doubt, a great manager of our work, and thanks to collaboration tools, an activity panel, and document review, we have been able to integrate all our work, centralizing as much as possible the pending objectives in a single link and unifying the collaboration of all the teams. It also provides a messaging service that works completely in real time, opening communication possibilities to keep work active and in constant progress. It has helped us a lot that ProofHub has mobile access since we can update the progress of work projects from wherever we need to do it. Another good thing is the customer portal, it gives us the flexibility to use the platform to interact with our customers and not limit our contact options. A point in favor of ProofHub is the ease it has given us to share documents, it gives us the necessary speed to share the data we need and at the same time take that data to advance in things that each work team needs, without a doubt it is essential for us this to be able to keep our route and workflow always active.
  • ProofHub is an excellent project management platform. - It allows for collaboration ( chat, file sharing, project planning, and time tracking ). - Easy to manage projects with, status tracking, task, and document management. - Intuitive user interface. - Helps to keep projects on track.
  • ProofHub is a fantastic solution for project management. It has solid potential to help you manage multiple projects with maintaining productivity in the workspace. It was easy for me to import projects from the previous PM tool.
  • In the Project management platform, I found ProofHub to be the most powerful tool that provides the best Gantt charts and kanban board to get the full and the best information about added projects.
  • ProofHub enhances team communication as well as productivity. The ability to manage projects is outstanding. Proofhub made the remote works possible and effective. The progress tracker is the best addition to its power.

Cons

  • There are some options that I feel could be much more complete, for example being able to select the project planning industry, in this way we could be much more astute when carrying out the task just knowing which department it belongs to. Another important aspect would be the creation of much more automated and intuitive reports, which allow us to obtain information in real time for our work and which does not require too much time and investment of work to view all the complete data of the work that we have been carrying out. On the other hand, it is a slow-loading tool, it has multiple aspects that are quite heavy and could collectively load the interface a lot, so when I start, I need to take a long time to wait to be able to start working. As I said, it has millions of options with quite dynamic tools and strategies to use to manage work projects, however, the learning curve is quite high, and a lot of prior preparation is necessary to achieve good handling of the tools to be able to take advantage of them. of its function to the maximum. It can become overwhelming with so many things, but as we used it, this was no longer a major impediment to developing our work and we adjusted much more on its platform to adapt our work to a much more solid and constant pace of management. hand of ProofHub. So yes, it will probably be difficult at first, but with the passing of time, the use of the tool and the consequent appearance of the results, everything will become more enjoyable and comfortable.
  • There isn't anything to share about the cons of this.
  • Nothing so far, everyone on my team loved this tool.
  • There isn't anything I didn't like about Proofhub.
  • No cons to share. Had great experience with this solution.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Planfix
Founded: 2019
United States
planfix.com

Company Information

ProofHub
Founded: 2011
United States
www.proofhub.com

Alternatives

Alternatives

Jira

Jira

Atlassian

Categories

Categories

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Agile Project Management Tools Features

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Digital Workplace Features

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Employee Communication Tools Features

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Gantt Chart Features

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

IT Project Management Features

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Idea Management Features

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Product Management Features

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Work Management Features

Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Online Proofing Features

Audit Trail
Due Date Tracking
File Sharing
Markup Tools
Role-Based Permissions
Status Tracking
Version Control

Team Management Features

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Integrations

Dropbox
Google Calendar
Google Drive
Microsoft OneDrive
Stackreaction
Bold BI
Brevo
ChatGPT
Chatra
Gmail
Lemur Live Chat
Mailchimp
MailerLite
Microsoft Excel
Microsoft Word
OpenStreetMap
QuickBooks Online
SendGrid
Vonage Business
WhatsApp

Integrations

Dropbox
Google Calendar
Google Drive
Microsoft OneDrive
Stackreaction
Bold BI
Brevo
ChatGPT
Chatra
Gmail
Lemur Live Chat
Mailchimp
MailerLite
Microsoft Excel
Microsoft Word
OpenStreetMap
QuickBooks Online
SendGrid
Vonage Business
WhatsApp
Claim ProofHub and update features and information
Claim ProofHub and update features and information