Audience
Companies of all sizes
About Planfix
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.
Talk to one of our software experts for free. They will help you select the best software for your business.
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)
Videos and Screen Captures
Product Details
Planfix Frequently Asked Questions
Planfix Product Features
Agile Project Management Tools
Planfix 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.
Business Management
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.
Business Process Automation
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.
Business Process Management
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.
CRM
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.
Collaboration
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.
Contact Management
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
Digital Workplace
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.
Employee Communication Tools
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.
Gantt Chart
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.
IT Project Management
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.
Idea Management
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.
Kanban
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.
Product Management
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.
Productivity
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.
Professional Services Automation
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.
Project Management
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.
Project Planning
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.
Remote Work
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.
Scheduling
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.
Task Management
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.
Time Tracking
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.
Work Management
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.
Workflow Management
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.
Workforce Management
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.
Planfix Additional Categories
Logistics CRM
Planfix combines its CRM Transformer with tools for managing sales and logistics in the same system. Customer requests can stay connected with orders, invoices, documents, communication, and delivery tasks, giving employees one continuous view from the first inquiry through fulfillment. Tasks on a Map add the geographic context logistics teams need: locations can be visualized, routes built between them, approximate travel time estimated, and task status shown directly on the map. This makes it easier to coordinate field and delivery work without separating route planning from the customer and process data behind each task.
Marketing CRM
Planfix connects customer data with the projects and workflows marketing teams use every day. Campaign work can stay linked with contacts, communication, files, tasks, and follow-ups, so marketers have both customer context and execution data available when planning the next action. Planners, calendars, Kanban boards, and templates help coordinate campaigns, while communication from email, messengers, and social media can remain connected to CRM records. Data Tags and Reports add visibility into time, expenses, budgets, ROI, and other campaign metrics, and Planfix AI reduces manual processing of incoming information.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Best choice for beginners!" Posted 2024-06-14
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.
Cons: Not that I have countered any downside on my own, however, there are many good competitors of Planfix that are going great. So, I would suggest they work more on expanding their reach and adding more custom tools to their dashboard.
Overall: All-in-all Planfix helps you automate most of your work, offering you the benefit of automating your workflow at the initial stage itself. It thus, helps in improving the efficiency and quality of services you want to provide.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Smart Access Management" Posted 2024-02-27
Pros: Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.
Cons: The interface is sometimes overloaded. There are not enough visual video tutorials. The interface can feel overloaded at times. Additionally, there is a lack of visual video tutorials available, making it challenging for users to quickly grasp the software's functionalities and navigate through its complexities
Overall: Extensive customization options that allow you to create your own workspace, restrict access to projects, tasks, contacts, directories, and more. Planfix offers extensive customization options, for instance to tailor the workspace according to specific needs and preferences. It’s easy to personalize various aspects such as project settings, task assignments, contact lists, directories, and more.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Effortless Task Management" Posted 2023-12-26
Pros: So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
Cons: Perhaps 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.
Overall: 1. We need to handle a specific type of tasks in a conveyor-like fashion.
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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.Reply from PlanfixPosted 2023-12-28
Thank you for your feedback! Please contact our Support Service: https://planfix.com/support/, where our colleagues will help you solve your request. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"I searched for Planfix for a long time" Posted 2023-12-20
Pros: It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.
Cons: It's not the easiest system for newcomers; we'd like to see more use cases for onboarding new users.
Overall: We 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.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Lots of Customization without the Need for Coding" Posted 2023-12-13
Pros: We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.
Cons: Subjectively, switching between descriptions and checklists isn't very convenient.
Overall: It offers extensive customization options. Plus, there's fast and helpful support that genuinely resolves issues and provides assistance.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"A Significant Difference Compared to Other Services" Posted 2023-11-29
Pros: 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.
Cons: The absence of notifications in the mobile version (due to my phone's lack of Google services) is a minor drawback.
Overall: This service is highly adaptable and, in my view, fulfills the needs of both individuals and organizations admirably. It strikes an excellent balance between cost and functionality.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Incredible Flexibility with Tons of Features" Posted 2023-11-09
Pros: 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.
Cons: Lack of workspace functionality in the mobile app. It would be great to have better usability in the app; some aspects are not very intuitive.
Overall: A complete toolbox for personal use and business planning. Thanks to Planfix, we've integrated and automated numerous business processes.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Convenient Service" Posted 2023-10-19
Pros: 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.
Cons: At times, Planfix can be overwhelming with its abundance of features.
Overall: A highly adaptable and continually evolving tool that easily aligns with various industries. Thanks to Planfix, we've integrated and automated numerous business processes.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Voice-Based Task Management" Posted 2023-10-17
Pros: 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.
Cons: We had to engage an integrator to customize Planfix to align with our business processes.
Overall: We have been able to address most of our management challenges and automate numerous processes. Thank you for providing us with a sophisticated yet highly flexible system!
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Multifunctional constructor " Posted 2023-10-17
Pros: 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.
Cons: So far, everyone, including our users and the platform configuration team, is content with what we've found.
Overall: A wonderful builder with effective project management features and customer funnels. Helped us automate most of our tasks.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Painless Process Automation" Posted 2023-10-17
Pros: Planfix makes it a breeze to automate those mundane tasks, freeing up time for more creative and strategic endeavors. With features like recurring tasks, reminders, and versatile workflows, you won't miss a beat while keeping those deadlines in check.
Cons: The interface may seem a bit unfamiliar in places, but as you get the hang of the system through the learning curve, it becomes second nature. Of course, like with any other system, you'll need to invest some time in getting to know it.
Overall: This system has allowed us to automate a multitude of tasks, including sending messages to clients at their preferred times.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Responsive Dev Team" Posted 2023-10-17
Pros: We've been with Planfix for a while, and the system keeps surprising us with new features. For instance, the folks recently added automatic access rights assignment for Support team in the scenarios. They listen to our wishes and make them happen, which is awesome.
Cons: Not always a fan of the design updates. They added icons to the main panel, which looks nice, but now not all sections (we have a lot of them) fit, so we either have to scroll or move them to the additional menu.
Overall: It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Handy Gantt Chart" Posted 2023-10-17
Pros: I 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.
Cons: So far, I'm liking all the functionality. The overly bright UI can be a bit distracting at times.
Overall: This system has helped ease my workload, allowing me to dedicate more time to development and marketing.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Top-notch Management" Posted 2023-10-17
Pros: It'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!
Cons: Initially, the system can be a bit confusing, and its design is somewhat lacking.
Overall: This service is fantastic; we've customized it entirely to suit our needs. It's a user-friendly and flexible project management system.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Tasks on the Map" Posted 2023-10-17
Pros: Planfix offers a wide range of integrations, including compatibility with mapping services. It not only displays tasks on the map but also has the capability to calculate routes between them, providing information on the total distance and estimated travel time - a highly convenient feature.
Cons: In principle, there is ample functionality available, but not all of it has been implemented in the mobile version.
Overall: It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Top-Notch Project Management" Posted 2023-10-05
Pros: This 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".
Cons: The 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.
Overall: It'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.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Loads of Customization Options" Posted 2023-10-05
Pros: When I had a ton of tasks to manage, and it felt like I was constantly falling behind, I realized we needed a system that could not only make task management simpler but also automate our work processes as much as possible. A colleague suggested Planfix, and I jumped right into checking it out. At first, it seemed pretty fancy and overwhelming, so I gave it a pass. But fast forward two years, I came back to Planfix, armed with experience from other systems that just couldn't keep up with my growing demands.
Cons: The lack of a dark theme is a bit of a bummer. It'd be cool to have the option to switch between a light and dark theme.
Overall: If you've been on the hunt for a system that you can tweak to fit your exact needs, centralize all your work in one place, and run it on your own domain, then Planfix is your go-to solution.
Read More...Reply from PlanfixPosted 2023-10-06
Thank you for your feedback! A dark theme is planned for the future. We provide updates about the system in our Telegram channel: @planfix_news and on our Blog: https://planfix.com/blog/. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Speed of Management" Posted 2023-10-05
Pros: One-click task assignment, convenient notifications through email and Telegram bots, and user-friendly reporting. I must highlight the ability to influence the current development plan, ensuring that the desires of the majority of users are heard. I haven't encountered such an opportunity anywhere else.
Cons: Everything suits us; the system meets our needs perfectly.
Overall: We are pleased that our entire company transitioned to Planfix. Communication within the company and task management have become significantly faster and easier. The notification system is impressive; we never miss important tasks or comments.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Easy Customization, No Coding Required" Posted 2023-10-05
Pros: Loads of settings options for a quick kickstart. They even introduced a PlanFix course to help us get the hang of things faster. Plus, CRM setup came to the rescue once in getting the hang of PlanFix's capabilities.
Cons: Back in the day, the interface was a bit of a bummer with its outdated look. But hey, things have changed for the better, and now it's super user-friendly and actually enjoyable to use.
Overall: The system's functionality has allowed me, as an Operation Manager, to realize all my requirements with ease — simple, clear, and seamless integration with email, Telegram, and more.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"A fantastic tool for planning and reporting!" Posted 2023-10-05
Pros: The system's incredible flexibility, which doesn't require any coding, is a real game-changer for someone like me, a Chief Accountant. It allows us to set up projected cash flows, plan expenses, and track accounts receivable, all within one integrated system. Managing client interactions is a breeze, without the need for external services, ensuring we pay attention to every detail. It records every email and action meticulously, and even during phone calls, we can easily add extra client data or summaries to their profile. This super-efficient approach means we can access vital data and agreements in no time.
Cons: In the beginning, the system might seem a bit overwhelming due to its complexity. It takes some time and effort to get the hang of it, but there are plenty of learning materials to help kickstart your journey with Planfix.
Overall: Thanks to PlanFix, we've significantly reduced our reliance on multiple software applications, making our operations smoother across various areas and almost every department in the organization. This software has become an invaluable asset for improving task management efficiency and speeding up our accounting processes.
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