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.
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About
Discover how we help thousands of professionals save time and money by streamlining their workflows. Struso offers a variety of business applications to enhance business operations, work management, project management, social media management, to do list management, task management, and more.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies of all sizes
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Audience
Companies interested in a work management software with realtime collaboration & process automation
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
Supported
Free Trial
Supported
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Pricing
$24.00/year/user
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationPlanfix
Founded: 2019
United States
planfix.com
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Company InformationStruso
Founded: 2019
struso.com
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Alternatives |
Alternatives |
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CategoriesPlanfix supports Agile work through configurable Planners with Kanban, Scrum, and other variations. Teams can adapt backlogs, sprints, and boards to their own way of working instead of redesigning the process around a rigid tool structure. The same task can appear in different Planner views for developers, managers, and other teams without duplication, keeping everyone aligned around one source of work. Drag-and-drop actions can update task properties automatically, while Task Processes, automation, time tracking, Reports, and Task Chat connect Agile execution with the wider business context. Planfix gives different business teams one connected management system instead of separating their work into isolated applications. Marketing can coordinate campaigns, Sales & Logistics can move from customer request to fulfillment, HR can organize employee-related work, Product teams can manage development, and Help Desk and Operations can run their own processes. Each team gets a Workspace tailored to its responsibilities while continuing to work with shared company data. This means handoffs between departments happen inside one environment, with less duplication and fewer gaps in context when work moves from one team to another. Planfix provides no-code business process automation through scripts, Task Processes, custom statuses, buttons, templates, and event- and condition-based rules. The value is not just automating individual clicks: Planfix can move an entire process forward by creating tasks, updating records, sending messages and reminders, generating documents, and coordinating actions between employees and departments. Because automation works with the same tasks, Contacts, projects, and Objects teams use every day, companies can automate real end-to-end scenarios without building a separate automation layer. Planfix AI extends these workflows by analyzing information, extracting structured data, updating fields, and triggering the next action. Planfix allows companies to model business processes around their own rules without programming. Instead of forcing teams into a predefined workflow, Task Processes, statuses, scripts, buttons, and Custom Objects can reflect how sales, approvals, service requests, operations, or document flows actually work in the company. Automation keeps routine transitions and actions consistent, while employees remain involved where judgment is needed. Reports then show what is happening across the process, helping managers identify bottlenecks, delays, and workload based on the data generated during real work. Planfix keeps collaboration inside the work itself. Discussions, files, decisions, and reminders stay attached to the task, so employees do not have to search through separate chats and email threads to understand what was agreed. Comments and Task Chat make it easy to involve colleagues, clients, and contractors while controlling what external participants can see. Even customers who communicate through email or messengers remain part of the same workflow. As a result, teams keep context, responsibility, and execution in one place instead of constantly switching between communication and work-management tools. Planfix Contacts provide a central place for working with clients, suppliers, contractors, partners, and other external contacts. Flexible fields let teams structure contact records around their own processes while keeping related tasks, files, and communication available in the same context. It does not matter whether a customer writes by email, WhatsApp, Telegram, social media, or another connected channel: the manager receives the message and replies directly from Planfix while the customer continues using the channel they prefer. This gives employees the full communication history when they need it and reduces the risk of losing requests between different inboxes and messengers Planfix is a cloud-based CRM Transformer that adapts customer relationship management to the way a company actually works. Flexible fields and processes let teams build sales pipelines around their own logic while keeping the full customer history in one place – from the first inquiry to the completed deal and further service. Messages from email, messengers, social media, and other channels stay connected to the customer, so managers do not have to reconstruct context across different tools. Planfix AI can extract customer data, collect missing details, classify requests, and launch follow-up actions, helping teams spend less time on manual CRM administration. Planfix provides a configurable digital workplace where employees can manage tasks, projects, communication, customer work, documents, schedules, and company information in one environment. Workspaces let each department or role focus on the menus, Planners, reports, and tools relevant to its responsibilities without isolating its data from the rest of the company. Employees get a simpler working environment, while managers keep processes connected across teams. Access settings control what internal and external users can see, and automation and AI reduce routine processing as information moves through the organization. Planfix keeps employee communication connected to specific work instead of separating it into standalone chats. Comments and Task Chat give discussions a clear context: employees can exchange files, mention colleagues, quote earlier messages, add reminders, and return later to the full history of decisions without reconstructing what happened. Chronicle brings messages and events that require attention into one feed, so employees can respond, accept tasks, or set reminders without opening every task individually. The result is communication that supports execution rather than becoming another stream employees have to monitor separately. Planfix Gantt charts provide an interactive view of project schedules and dependencies rather than a separate static planning diagram. Managers can adjust dates, dependencies, delays, overlaps, and milestones directly on the chart and immediately see how those changes affect the project timeline. Baselines make deviations from the original plan visible, while multi-project capabilities help coordinate employees whose work spans several projects. Because the chart is built from actual Planfix tasks, planning remains connected to assignees, deadlines, project structure, and real execution data. Planfix helps turn ideas into organized work without losing the discussion around them. Whiteboard gives teams a visual space to explore ideas, connect related concepts, and agree on direction before moving into execution. When an idea is ready, it can become a Planfix task without losing momentum: the team can continue discussing it in Task Chat, attach files, assign responsibility, set deadlines, and track progress. This keeps the path from brainstorming to implementation visible and prevents promising ideas from disappearing into presentation decks, notes, or isolated brainstorming sessions. Planfix gives IT and development teams a configurable environment for managing backlogs, sprints, tasks, requests, dependencies, and releases. The same work can be organized differently for developers, team leads, and managers without creating duplicate tasks or disconnected boards. Configurable Task Processes and scripts reduce manual routing and status updates, while Task Chat keeps technical discussions, files, and decisions next to the issue being worked on. Planfix AI can classify incoming requests and extract structured information, helping teams move faster from an unstructured request to a task ready for processing. Planfix provides flexible Kanban boards through Planners. Teams can build lists around stages, statuses, assignees, priorities, projects, or other parameters that reflect how work actually flows. Moving a card can update the corresponding task value automatically, so the board becomes part of the process rather than just a visual representation of it. The same task can appear in different Planners without duplication, allowing employees and managers to organize shared work from different perspectives while staying aligned on one underlying task and its history. Planfix supports product work from early ideas to development and release. Whiteboard, roadmaps, backlogs, tasks, and Agile workflows help teams keep strategy and execution connected instead of managing each stage in a separate tool. Product discussions, requirements, files, and decisions stay with the work as it moves forward, making it easier for different roles to understand why something is being built and what has already been agreed. Workspaces give product, development, and other teams views suited to their responsibilities, while Data Tags and Reports help evaluate time, costs, revenue, and other product metrics. Planfix brings everyday work, communication, planning, and automation into one system so employees spend less time switching between tools and processing information manually. Planners and Chronicle help people focus on what needs attention now, while recurring tasks, templates, scripts, and reminders take routine actions out of employees' hands. Managers gain a clearer picture of priorities and workload without constantly asking for status updates. Planfix AI adds another productivity layer by summarizing long discussions, extracting data from messages, classifying requests, and helping employees find relevant company knowledge faster. Planfix helps professional services teams connect clients, project delivery, time tracking, documents, and financial data in one working system. Employees can see the customer context together with the work being delivered, which makes it easier to move from communication to execution without losing agreements or project details. Planned and actual time, expenses, revenue, and other Data Tags provide the basis for understanding project performance, not just completion status. Templates and automation standardize recurring delivery stages, approvals, documents, and follow-ups, helping teams deliver services more consistently as the business grows. Planfix supports projects of different sizes and complexity with configurable project structures, tasks, communication, planning, and reporting in one system. Teams can move from high-level project planning to everyday execution without losing the connection between deadlines, dependencies, discussions, files, and responsibility. Templates reduce setup time for recurring projects, while Gantt charts and Planners give managers and employees different views of the same work. Data Tags and Reports turn project activity into measurable data on time, costs, resources, and other metrics, helping managers see not only whether work is done, but how efficiently it is progressing. Planfix combines project structure, scheduling, dependencies, workload, and execution data in one planning environment. Gantt charts help managers see how changes in one task affect the wider schedule, while milestones, dependencies, and baselines make it easier to detect deviations before they become delivery problems. Planners provide practical views for day-to-day coordination after the initial plan is built. Because planning and execution use the same Planfix tasks, employees work with the current plan rather than with a schedule that has already become outdated in a separate tool. Planfix helps distributed teams organize employees as carefully as teams working from one office. Departments, workgroups, positions, time zones, work schedules, and time-off calendars give managers a reliable picture of how a distributed team is structured and who is available, while Temporary Replacement helps responsibilities keep moving when someone is away. External clients and contractors can participate through Planfix, email, or supported communication channels without gaining unnecessary access to internal data. Centralized task history, permissions, notifications, and reports help remote teams maintain context and accountability without relying on constant meetings. Planfix Planners combine personal and team scheduling with the tasks being performed. Employees can see what needs to be done and when, while managers can distribute work across days, hours, and team schedules without maintaining a separate planning layer. Recurring tasks simplify regular activities, and synchronized workload calendars make it easier to coordinate colleagues and avoid scheduling conflicts. Because the schedule is built around actual Planfix tasks, a change in timing or assignment stays connected to the underlying work instead of creating another version of the plan elsewhere. A Planfix task is more than an item on a to-do list: it is a working space where execution and communication stay together. Assignees, deadlines, checklists, files, custom fields, subtasks, and process data give the team structure, while Comments and Task Chat preserve the conversations and decisions behind the work. Employees do not need to jump between a task manager and a messenger to understand what should happen next. Recurring tasks, Task Processes, Planners, reminders, automation, and Planfix AI make the same model useful for everything from simple assignments to long-running, multi-stage processes. Planfix connects time tracking directly with the tasks and projects where employees do their work. Instead of collecting hours in a separate system, teams can record actual time through Data Tags while keeping it tied to the employee, task, project, and type of activity that produced it. This makes planned-versus-actual analysis more meaningful and gives managers a clearer view of where capacity is really being spent. Reports can then use the same data for project analysis, cost control, or hourly payment calculations without rebuilding the picture manually in spreadsheets. Planfix connects day-to-day work with the business context behind it. Employees do not just see a list of assignments: tasks can carry customer information, files, communication, deadlines, project relationships, and process data, giving people the context needed to make decisions without searching across other systems. Planners and Workspaces let different teams organize the same shared work in ways that fit their responsibilities. Automation handles routine routing and updates, Chronicle surfaces what needs attention, and Reports give managers a current view of how work is progressing across teams. Planfix helps organize how work moves between employees, teams, and stages. Custom statuses and scripts make handoffs predictable: the right person can be assigned automatically, reminders can be sent on time, and task data can change as work progresses. Planner views let different teams see the same workflow from the perspective that matters to them – by stage, employee, priority, project, or another parameter. Because communication, files, history, and process data remain attached to the task, the next person receives not just an assignment but the context needed to continue the work. Planfix helps companies organize employees and working time within the same system used for everyday work. Departments, workgroups, positions, schedules, time zones, and time-off calendars give managers a clear operational view of who is available and how responsibilities are distributed. Temporary Replacement helps keep tasks and notifications moving when someone is absent, reducing the risk that work stalls because a key employee is unavailable. Custom employee fields and access settings let companies adapt employee records to their own structure while keeping workforce information connected with actual work. |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Supported
Gamification
Not Supported
Gantt Charts
Supported
Mobile Access
Supported
Percent-Complete Tracking
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Reporting/Analytics
Supported
Spreadsheet View
Supported
Task Board View
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
To-Do List View
Supported
Work Management Features
Access Roles / Permissions
Supported
Calendar Management
Supported
Collaboration Tools
Supported
CRM
Supported
File Storage / File Sharing
Supported
Kanban
Supported
Messaging / Discussion
Supported
Performance Metrics
Supported
Project Management
Supported
Reporting / Analytics
Supported
Resource Management
Supported
Strategic Planning
Supported
Task Management
Supported
Time Tracking
Supported
Version Control
Supported
Workflow Management
Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
Agile Project Management Tools Features
Backlog Management
Supported
Feedback Management
Supported
Gantt/Timeline View
Supported
Kanban Board
Supported
Prioritization
Supported
Request Management
Supported
Resource Management
Supported
Retrospectives Management
Supported
Status Tracking
Supported
Supports Scrum
Supported
Team Management
Supported
Template Management
Supported
Workflow Management
Supported
Business Management Features
Billing & Invoicing
Supported
CRM
Supported
Employee Management
Supported
Financial Management
Supported
Inventory Management
Supported
Marketing Management
Supported
Order Management
Supported
Point of Sale (POS)
Not Supported
Project Management
Supported
Purchasing
Not Supported
Scheduling
Supported
Time & Expense Tracking
Supported
Training Management
Supported
Vendor Management
Supported
Business Process Management Features
Access Controls / Permissions
Supported
Alerts / Notifications
Supported
Business Process Automation
Supported
Business Rules Management
Supported
Collaboration
Supported
Process Change Tracking
Supported
Process Mapping
Supported
Process Modeling & Design
Supported
Visual Workflow Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Collaboration Features
Brainstorming
Supported
Calendar Management
Supported
Chat / Messaging
Supported
Contact Management
Supported
Content Management
Supported
Document Management
Supported
Project Management
Supported
Real Time Editing
Supported
Task Management
Supported
Version Control
Supported
Video Conferencing
Not Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Supported
Digital Workplace Features
Activity / News Feed
Supported
Calendar Management
Supported
Chat / Messaging
Supported
Content Management
Supported
Document Management
Supported
Employee Directory
Supported
File Sharing
Supported
Knowledge Management
Supported
Surveys & Feedback
Not Supported
Task Management
Supported
Employee Communication Tools Features
Activity / News Feed
Supported
Audio / Video Conferencing
Not Supported
Blogs
Not Supported
Chat / Messaging
Supported
Employee Directory
Supported
Event Calendar
Supported
File Sharing
Supported
Knowledge Management
Supported
Newsletter Management
Supported
Surveys & Feedback
Not Supported
Gantt Chart Features
Alerts/Notifications
Supported
Capacity Monitoring
Not Supported
Color Coding
Not Supported
Dependency Tracking
Supported
Drag & Drop
Supported
Milestone Tracking
Supported
Progress Tracking
Supported
Task Management
Supported
Templates
Supported
IT Project Management Features
Bug Tracking
Supported
Issue Management
Supported
Milestone Tracking
Supported
Percent-Complete Tracking
Supported
Portfolio Management
Supported
Prioritization
Supported
Product Roadmapping
Supported
Requirements Management
Supported
Resource Management
Supported
Status Tracking
Supported
Supports Agile
Supported
Supports Scrum
Supported
Task Management
Supported
Testing / QA Management
Supported
Time & Expense Tracking
Supported
Idea Management Features
Activity Dashboard
Supported
Brainstorming
Supported
Collaboration
Supported
Creator Tracking
Supported
Idea Ranking
Supported
Project Tracking
Supported
Status Tracking
Supported
Kanban Features
Collaboration Tools
Supported
Dependency Tracking
Supported
KPI Monitoring
Supported
Milestone Tracking
Supported
Multi-Board
Supported
Prioritization
Supported
Project Planning
Supported
Roadmapping
Supported
Supports Scrum
Supported
Task Management
Supported
Time Tracking
Supported
Product Management Features
Collaboration
Supported
Feedback Collection
Supported
Idea Management
Supported
Milestone Tracking
Supported
Prioritization
Supported
Product Roadmapping
Supported
Release Management
Supported
Requirements Management
Supported
Resource Management
Supported
Workflow Management
Supported
Productivity Features
Collaboration
Supported
Database Creation
Supported
Document Creation
Supported
File Sharing
Supported
Notes Management
Supported
Office Suite
Supported
Presentation Tools
Not Supported
Project Management
Supported
Task Management
Supported
Team Chat
Supported
Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Project Planning Features
Agile Methodologies
Supported
Budget Management
Supported
Collaboration Tools
Supported
Due Date Tracking
Supported
Gantt Charts
Supported
Kanban Board
Supported
Prioritization
Supported
Progress Tracking
Supported
Resource Management
Supported
Task Management
Supported
Template Management
Supported
Traditional Methodologies
Supported
Remote Work Features
Collaboration
Supported
Credential Management
Supported
Electronic Signature
Not Supported
Employee Monitoring
Supported
Live Chat
Supported
Meeting Management
Supported
Project Management
Supported
Remote Access
Supported
Remote Support
Not Supported
Screen Sharing
Not Supported
Softphone
Not Supported
Task Management
Supported
Time Zone Tracking
Not Supported
Video Chat
Not Supported
Web Conferencing
Not Supported
Scheduling Features
Alerts/Notifications
Supported
Appointment Scheduling
Supported
Automated Scheduling
Supported
Calendar Management
Supported
Class Scheduling
Supported
Employee Scheduling
Supported
Facility Scheduling
Supported
Group Scheduling
Supported
Interview Scheduling
Supported
Meeting Room Booking
Supported
Multi-Location
Supported
Online Scheduling
Supported
Payment Processing
Supported
Real-time Scheduling
Supported
Reservations
Supported
Resource Scheduling
Supported
Room Booking Management
Supported
Time Tracking Features
Automatic Time Capture
Supported
Billable & Non-Billable Hours
Supported
Billing & Invoicing
Supported
Employee Database
Supported
Expense Tracking
Supported
Mobile Time Tracking
Supported
Multiple Billing Rates
Not Supported
Offline Time Tracking
Supported
Online Time Tracking
Supported
Overtime Calculation
Supported
Time per Project Reporting
Supported
Timesheet Management
Supported
Vacation / Leave Tracking
Supported
Workforce Management Features
Budgeting & Forecasting
Supported
Contractor Management
Supported
Employee Lifecycle Management
Supported
Labor Projection
Supported
Performance Appraisal
Supported
Recruiting Management
Supported
Scheduling
Supported
Skills Tracking
Supported
Time & Attendance
Supported
Variable Workforce
Supported
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Task Management Features
Collaboration
Not Supported
Create Subtasks
Supported
Gamification
Not Supported
Gantt Charts
Not Supported
Mobile Access
Supported
Percent-Complete Tracking
Not Supported
Progress Tracking
Not Supported
Recurring Tasks
Not Supported
Reporting/Analytics
Not Supported
Spreadsheet View
Not Supported
Task Board View
Supported
Task Planning
Not Supported
Task Scheduling
Not Supported
Task Tracking
Not Supported
Time Tracking
Not Supported
To-Do List View
Supported
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Integrations
Rambox
Supported
CallGear
Supported
ChatGPT
Supported
Chatra
Supported
Desktop.com
Not Supported
Gmail
Supported
Google Calendar
Supported
Google Maps
Supported
Google Translate
Supported
Instagram
Supported
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Integrations
Rambox
Supported
CallGear
Not Supported
ChatGPT
Not Supported
Chatra
Not Supported
Desktop.com
Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Maps
Not Supported
Google Translate
Not Supported
Instagram
Not Supported
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