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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

For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !

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

SMBs, large companies and public sector.

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

€3.00/month/user
Standard - €3 per user per month
Pro - €9 per user per month
Business - €15 per user per month
Enterprise - contact us
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 5.0 / 5
ease 5.0 / 5
features 4.9 / 5
design 4.9 / 5
support 4.7 / 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

  • Wimi has multiple tools that have facilitated our day-to-day work, with an interface that is simple to use and quite extensive to cover all our needs and objectives, the fact that it is easy to use gives us the possibility of working intuitively and not It takes too much time and effort. Prioritize task management, assignment of activities which allows us to balance work and try to keep the team in constant progress and work integration, which frames a complete line of professional progress and makes our work really have value. The follow-up of the milestones of our projects allows us to evaluate the progress and be flexible with the planning, in the search that our projects come out according to our objectives. Project planning has boosted our performance and allowed us to be more consistent with what we do. Having collaboration tools that facilitate our group work has allowed us to prioritize work bases, good communication and comprehensive work, where every detail is impeccable and in sync, the tools for sharing documents, scheduling meetings, and distributing work have been essential to achieve all this. Organization and prioritization are important aspects when it comes to Wimi's outstanding features.
  • Wimi is really an effective tool that enhances team productivity. It's very easy to use and has great power. It offers the best project management, collaboration, reports, insights, file management, and file sharing with the team.
  • Wimi gives rise to make a unified team in the workspace. It effectively enhances the productivity and ability of problem-solving in a team. The ease of transferring the file to other co-workers is great. Wimi helped my team to stay on the same page.
  • The Gantt features available on Wimi improves projects visibility by viewing time against tasks on charts and graphs.
  • Wimi is a versatile business software. It is a great tool to streamline work management and collaboration to bring effective productivity it the team. The messaging and sharing file works smoothly.

Cons

  • It does not have an optimal tool to plan events and prioritize the time to complete tasks, having this would be essential for the correct fulfillment of the times of each project. It would be ideal to have the option of creating a Gantt chart to be able to visualize all the projects in a unified way, this would give us the possibility of centralizing the data and making a complete tour of all our work. For now, we are waiting for Wimi updates, and we are open to the possibility of improving certain functions that allow us to make the platform more intuitive, open to the possibility of expanding our task management capabilities. Until now, the platform has been just what we were looking for a correct integration of the team in various work environments.
  • Not really, everyone loved this tool. No cons.
  • Good tool, so far no negative experienced with it.
  • Wimi has been a perfect project management software that hardly subjects me to flaws.
  • No cons experience. Overall I liked the Wimi software.

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

Wimi
Founded: 2010
France
www.wimi-teamwork.com

Alternatives

Alternatives

Toggl Plan

Toggl Plan

Toggl Plan OÜ
Jira

Jira

Atlassian

Categories

Categories

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

Collaboration Features

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

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

Productivity Features

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

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

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

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

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

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

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

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

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

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

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

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

Collaboration Features

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

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

Productivity Features

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

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

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

Cloud Communication Platform Features

Audio / Video Conferencing
Call Center
Call Recording
Call Routing
Chat / Messaging
Fax Management
File Sharing
IVR / Voice Recognition

Content Collaboration Features

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Meeting Features

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Team Communication Features

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Integrations

Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Word
Stackreaction
Zapier
Google Forms
Google Maps
Make
Meta Ads
Microsoft Office 2021
Stripe
Twilio
Vonage Business
Zadarma

Integrations

Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Word
Stackreaction
Zapier
Google Forms
Google Maps
Make
Meta Ads
Microsoft Office 2021
Stripe
Twilio
Vonage Business
Zadarma
Claim Wimi and update features and information
Claim Wimi and update features and information