--- title: Planfix Reviews meta_title: 'Planfix Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 19 reviews by the users' company size, role or industry to find out how Planfix works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 19 scale: '5' date_modified: '2026-09-28' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # Planfix Reviews **Vendor:** Planfix **Category:** [Task Management Software](https://www.g2.com/categories/task-management-software) **Average Rating:** 4.6/5.0 **Total Reviews:** 19 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## 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. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. 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. ## Planfix Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **flexibility** of Planfix, allowing easy configuration without needing developer assistance. (1 reviews) ## Planfix Reviews ### 1. Flexible Integration for Complex Workflows with Manual Import Hurdles **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 20, 2026 **What do you like best about Planfix?** I really value Planfix for its extreme flexibility that lets us tailor it around our real‑world creative agency workflows at Northwood Creative Studio in Olympia. Most competing tools push rigid out‑of‑the‑box templates and force your team to change how you operate, but Planfix lets me build custom fields, workflow status stages, and reusable task templates that match our branding, packaging and print‑project processes. This is extremely important for our 128‑person shop since we only have part‑time shared tech support and no dedicated in‑house IT staff. We got to experience this firsthand on a retail rebranding project for a local home‑goods merchant. Our account team logged special client feedback, custom paper‑stock preferences, and strict print bleed rules directly on the Planfix opportunity record. Once the deal marked as won, linked creative tasks auto‑assigned to designers and production. On one key moment, our production lead reviewed those embedded notes before exporting final artwork and caught a unique finishing requirement agreed with our external print supplier. If that detail had only lived in an old email thread, we would have sent incorrect files to the vendor and risked expensive re‑prints. Our whole team can pull up client background, revision history and vendor contact information within one single record, instead of jumping between multiple file storage folders and scattered spreadsheets. While dashboard setup can be finicky, the biggest win is cutting down costly cross‑team blind spots between account management, designers and production. This unified environment keeps critical project context accessible and helps us avoid the kinds of communication breakdowns we frequently dealt with back when we were still using Progress Podio. **What do you dislike about Planfix?** Even with its powerful customization, Planfix’s file‑attachment performance creates consistent day‑to‑day headaches for our Olympia graphic‑design agency. When we stack high‑resolution brand assets, layered source files and large print‑ready PDFs onto a single busy project record, page load times degrade very obviously. There is no lazy‑loading feature, so every attachment starts loading immediately upon opening the task page, even if the user only wants to read text‑based brief notes. Earlier this year while working on that same home‑goods retail rebrand, our designers would routinely wait 45‑70 seconds just to open the main project record, wasting time across multiple daily visits. A further frustration is inconsistent in‑browser preview support. Many of our production‑grade print‑optimized PDFs cannot render thumbnails at all. Our production team had no quick visual way to confirm they opened the correct revision, so they were forced to download every file locally for quick verification. That created piles of duplicate local copies across team devices and added download lag especially for multi‑hundred‑megabyte assets. Old proof files also pile up over successive client revision rounds and there is no batch archive option; we have to delete outdated attachments one‑by‑one. On top of file issues, building custom dashboards can feel messy. Some filter criteria for project status and client industry act unpredictably, and I spend extra hours adjusting layouts to get usable internal performance views for our agency‑wide check‑ins. All these small pain points add up and create unnecessary manual overhead for our busy designers and production staff. **What problems is Planfix solving and how is that benefiting you?** Planfix directly solves the serious data fragmentation we suffered before migrating away from Progress Podio. Previously, client contact information sat in one place, print‑vendor data was trapped in spreadsheets, creative briefs lived inside cloud storage folders, and approval tasks existed in separate task tools. Important fine‑print requirements would easily get lost during hand‑offs moving from account managers to design and production groups. I can recall a real stressful incident from before our migration: we took on a packaging job for a regional snack‑food vendor. Sales agreed to special die‑cut specifications, but those parameters were only saved inside private Podio custom fields which failed to display for production users. Our team prepared standard‑dimension artwork, and we only caught the mistake during final pre‑production review. We avoided sending bad files to the print house, but we burned multiple overtime hours reworking all packaging assets and put our whole project timeline under heavy pressure. That costly close‑call motivated our push to adopt Planfix. Now all negotiated terms, client feedback, print specs and vendor contacts sit together on each customer record. Account management, designers and production can reference everything without chasing scattered documents. That said, the platform is not fool‑proof. When we imported a batch of renewal‑client records, attachment‑link mapping errors almost cut off production access to critical brand reference files. I discovered the flaw in my routine spot‑check before real damage occurred. Even with these ongoing gotchas, Planfix has greatly reduced high‑risk cross‑team miscommunication and makes running our mid‑size creative agency far more predictable day‑to‑day. ### 2. Planfix for business automation **Rating:** 4.0/5.0 stars **Reviewed by:** Stepan C. | ceo, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 01, 2025 **What do you like best about Planfix?** What truly stood out was the flexibility and the ability to configure everything without involving a developer **What do you dislike about Planfix?** Honestly, it's difficult to find anything to criticize or rank limitations – the system perfectly handles most of my automation needs, and any remaining tasks integrate smoothly with other specialized tools. **What problems is Planfix solving and how is that benefiting you?** Before Planfix, we wasted hours tracking tasks in chats and spreadsheets. Now all processes — from client requests to invoicing — run in one system. It cut approval times by 40% and reduced missed deadlines ### 3. Our experience with Planfix **Rating:** 5.0/5.0 stars **Reviewed by:** Ramina M. | Head of Marketing, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 24, 2024 **What do you like best about Planfix?** Due to our business closely related to communicating with customers day-to day, we use Planfix every single day. The interface is nice and easy to understand once you get the hang of it. Our team is satisfied about experience with Planfix, we were really happy when all of the things which our business required was possible due to functionality. What I personally find amazing, is how Planfix team communicate with its users and updates about recent news. **What do you dislike about Planfix?** We would be excited to see direct integration of WhatsApp (without third party). And possibility of integrating Planfix with more partners especially in Kazakhstan. **What problems is Planfix solving and how is that benefiting you?** We have a lot of customer data which is very important for us to keep, Planfix allows us not only for CRM but also for keeping an electronic copy which is easy to customize at any moment. ### 4. Planfix is a constructor that I have been looking for for a long time **Rating:** 5.0/5.0 stars **Reviewed by:** Andrii K. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 12, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Planfix?** I believe that the fundamental feature of Planfix is that this system has a well-thought-out philosophy of its structure. That is why Planfix, constantly expanding its functionality, does not allow the user to plunge into chaos. After understanding and orienting myself in the main idea, the initial complexity of perceiving the system quickly passed for me. I received an excellent and quite flexible instrument for organizing and automating the processes of my company. Planfix is a low-code product, while it is quite clear. We can make most of the necessary settings ourselves. Currently, we have reduced all communication channels with our clients to Planfix: e-mail, social networks, messengers. We put order in our internal communication, set up the main process of interaction with clients. Through the "Analytics" tool, we organized our nomenclature with all parameters - one of our directions is commodity business. Integration with postal carriers is almost ready to automate the creation of waybills and tracking of shipment statuses. There will be a report later and I hope for a lot more :) The support service deserves special attention - for me, this is a good indicator of the performance of the entire service. All my queries were handled quickly and I got the prompts I needed. **What do you dislike about Planfix?** A conditional disadvantage can be called the fact that it takes time to study. But for me personally, it was an interesting path, I was interested in watching educational videos. When setting up product groups and nomenclature, I wanted to have an instrument of interconnected fields. But he is not there now. It seems to me that this significantly added attractiveness to the system. At least I know that such a development has been announced. Another disadvantage for us is that Planfix does not have an official representative in Ukraine. Therefore, we are not able to pay bills from a company, but can only pay from an individual. **What problems is Planfix solving and how is that benefiting you?** 1. Organization of internal and external communication. 2. Workflow management. 3. Analysis of the effectiveness of our processes. ### 5. I plan my day to day work **Rating:** 5.0/5.0 stars **Reviewed by:** Tony A. | General Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 16, 2024 **What do you like best about Planfix?** I actually really like this software that helps me in my daily life to have precise planning of my tasks, I have a precise order that helps me not forget tasks and to stay up to date with my work duties, its easy access and use They have made me perform more and be able to make better use of my time. It is a very complete software because it has several features that are essential to better manage projects. **What do you dislike about Planfix?** something I don't like is difficult to answer because in reality I like everything because of its good functions. **What problems is Planfix solving and how is that benefiting you?** I have a more organized job having the advantage of being able to plan each day of my work and not forget tasks, your good system transformed my entire work style ### 6. IT integrator with different CRM and ERP systems. Certified Planfix partner. **Rating:** 5.0/5.0 stars **Reviewed by:** Pavel K. | Business Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 25, 2023 **What do you like best about Planfix?** Comprehensive Enterprise Software Solution Tailored for Small and Medium Businesses — All in One Package! Customizable features to meet clients' unique requirements. **What do you dislike about Planfix?** User Interface: Navigating the interface posed challenges, impacting user experience. Implementation Complexity: Encountered difficulties in comprehension during the implementation phase. In general, you need to ask a partner to implement Planfix in your company. **What problems is Planfix solving and how is that benefiting you?** Planfix has proven instrumental in seamlessly collecting and overseeing all leads, deals, tasks, documents, templates, business processes, and communications within our company and in our interactions with clients. This robust solution has significantly enhanced our efficiency and organization, streamlining the management of diverse aspects of our business operations. It works for different business fields: B2B, B2C, Sales, Education, CRM, ERP, IT, Digital Marketing, Manufacturing etc. ### 7. Magical and Efficient Approach for Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Charles R. | Systems Developer, Medical Practice, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 11, 2024 **What do you like best about Planfix?** The developer has made this program customizable, where business processes are managed and reports shared. The business needs are well controlled, where individual inputs are retained and performance improves. The usage in matters implementation and features is simple, straightforward, and distinguished. Finally, there is adequate resource integration with the software to bring competent results for company growth. **What do you dislike about Planfix?** The determination in managing projects and enhancing growth is a focus that the software has maintained, and this brings a sustainable performance. There are candid formations where projects and other resources are shared to increase validity and automate many processes. **What problems is Planfix solving and how is that benefiting you?** The operations in a company are efficiently managed, where tasks are shared accordingly, and the performance of individuals is well recorded. The relationship between customers and the company is also fully customized and new ideas are shared in terms of insights. The flow of work is also well recorded, this eliminates the possibility of failure. ### 8. The Valuable Platform for Managing Businesses Online **Rating:** 4.5/5.0 stars **Reviewed by:** Yadira J. | Software Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 21, 2024 **What do you like best about Planfix?** This is the program that ensures every operation in a company is managed online, from communication, finance, and even marketing. This integrated software ensures users can easily manage their projects and tasks online. The establishment of constant customer support, where valuable coordination and communications are done, is a merit of the software. The platform has other incredible features including client accountability and customer support. **What do you dislike about Planfix?** There are determined integrations from the software, where communication is straightforward, and other business operations are collectively supported. Further, the definition of customer support is also efficient and distinguished. **What problems is Planfix solving and how is that benefiting you?** The program ensures all tasks are well managed online, and sharing of roles is well included. Besides, the establishment of a relatable CRM, where all the discussions are constantly evaluated and conversations analyzed, is also a manageable feature. There are other project-related organizations, where business resources are fully utilized. ### 9. We implement Planfix, an excellent product **Rating:** 5.0/5.0 stars **Reviewed by:** Andrii S. | Company specializing in business software integration, Computer Software, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 19, 2023 **What do you like best about Planfix?** We are an integration company specializing in the selection, implementation, and support of business software. We are familiar with numerous software solutions available in the world. We began implementing Planfix in 2022. We chose this system because it follows a proven ideology and has been on the market for over 10 years. We were impressed by the price and quality of the product, as well as its scalability for businesses of all sizes. It is suitable for organizing the work of virtually all company departments. You can create unique business processes and integrate various services. We work closely with the Planfix development team to continuously improve this product. **What do you dislike about Planfix?** Specialists are required to set up this software product. That's why we decided to study this system and become a guide for businesses. Due to the extensive capabilities hidden within the Planfix interface, it's challenging to explain the full value to owners and company directors for whom the program is being implemented. As our experience shows, more companies turn to Planfix when they couldn't implement their complex business processes in other systems. And that's pretty cool! **What problems is Planfix solving and how is that benefiting you?** Planfix solves the problem of organizing a company's workflow. It facilitates interactions with customers and the company's team. ### 10. Two years of working with Planfix, and there's something special about it. **Rating:** 4.5/5.0 stars **Reviewed by:** Anton K. | head of department, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 15, 2023 **What do you like best about Planfix?** I've been using Planfix for over two years, and this service has become an indispensable part of my work life. It provides incredible efficiency and convenience in managing tasks, projects, and client relationships. The most important aspect of Planfix for me is its flexibility. I've been able to create and customize workflows that perfectly match my unique requirements. I can confidently say that the system has an intuitive interface and excellent documentation. You can even find setup tutorials on YouTube. Planfix has also saved me a lot of time thanks to its automation capabilities. The ability to set up scenarios that trigger based on specific conditions and events is simply fantastic! I believe Planfix is well-suited for setting up service desks and manufacturing workflows, and probably many other fields as well; it's a versatile tool. A major revelation has been the support team behind this system. Their response time averages just one hour, and their competence level is top-notch. What's important is that the product is actively evolving. In the two years of using it, I've seen Planfix constantly introduce new features and improvements, taking user needs into account. In the end, Planfix has become a valuable tool that has improved my workflow and increased my team's efficiency. I'm grateful for this application and eagerly look forward to its further developments. **What do you dislike about Planfix?** I can add that what I currently miss in it is linked fields and a more visual way to work with users in different time zones. But I'm confident that the developers are already working on implementing these features. **What problems is Planfix solving and how is that benefiting you?** Planfix is solving the problem of efficient task and project management, as well as streamlined client relationship management. This benefits me by providing incredible flexibility in adapting to my specific needs and automating workflows, saving me time and improving team efficiency. The excellent support and continuous product development make Planfix an indispensable tool that enhances my work processes. ### 11. Planfix is the best product for configuring and organizing work. **Rating:** 5.0/5.0 stars **Reviewed by:** Volodymyr O. | Project Lead, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 25, 2023 **What do you like best about Planfix?** The main advantage of Planfix is that it doesn't dictate the terms under which your business should operate. With Planfix, you can configure your company's operations according to your own rules and standards. This system contains nearly everything needed for organizing work across a majority of company types, with an extensive array of configurable fields. I especially want to highlight the automation element; it's incredibly powerful here. You can automate not only small tasks but also entire processes. **What do you dislike about Planfix?** To configure Planfix, you need to understand how your company operates or how specific processes are carried out within it. Planfix won't provide suggestions or make decisions for you regarding what should happen and what fields, for example in a client card, should be present in your specific industry. Planfix is for professionals who are knowledgeable about their workflows. **What problems is Planfix solving and how is that benefiting you?** With the correct setup, no element will be lost, and no task will be overlooked. Furthermore, I've managed to automate the majority of routine tasks using it. ### 12. We use Planfix to automate processes in our education center. It has covered all the tasks we need. **Rating:** 5.0/5.0 stars **Reviewed by:** Dmitry M. | owner at 4develop.by , E-Learning, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 27, 2023 **What do you like best about Planfix?** The flexibility of Planfix customization, as well as the ability to create any automatic scenarios and processes without programming, which help to automate the workflows of a company of any type of activity. Planfix is also well suited for project work (IT companies, construction, manufacturing, marketing, equipment maintenance and repair, other service areas). For this purpose, it has the necessary functionality: task setting and control, gantt, kanban, reports, automatic scripts, processes, mindmap. **What do you dislike about Planfix?** I want more customization in the appearance of task cards (for example, names of field sections, the ability to display more than 2 columns of fields in one line). **What problems is Planfix solving and how is that benefiting you?** Setting and controlling tasks, pulling data from e-mail and creating contact and transaction cards from them, recurring tasks, templates of tasks and letters, maintaining a client base, mailings and sms to notify clients, a database of ready questions and answers, a system for customer support. ### 13. Best Solution For Managing Business Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Lavanderia T. | Application Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 17, 2024 **What do you like best about Planfix?** First, I like that Planfix is scalable and is ideal for businesses of all sizes. It makes management of business operations easy thanks to project and task management features. Implementation and integration of Planfix with other apps is easy. In addition, I like that customizing Planfix to meet our unique business needs is easy. It is the best I have used for management tasks and it enhances productivity. **What do you dislike about Planfix?** With Planfix, we have had the best features and it has helped increase productivity and no issues yet. **What problems is Planfix solving and how is that benefiting you?** We have used Planfix to manage workflow and also for project and task management. ### 14. Workforce Management Made Easy With Planfix **Rating:** 4.5/5.0 stars **Reviewed by:** Kanuthia G. | Application Developer, Information Technology and Services, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 13, 2024 **What do you like best about Planfix?** When it comes to project management, Planfix offers all our business needs and it is flawless to use. The software also doubles up as workforce management solution and has all critical features. Implementation and integration is straightforward and the customer support team is resourceful. **What do you dislike about Planfix?** No better experience than what I have had with Planfix. It hasn't failed **What problems is Planfix solving and how is that benefiting you?** We have used Planfix to handle task, project and workforce management. ### 15. 3 years of successful scaling experience in growing company based on planfix **Rating:** 4.5/5.0 stars **Reviewed by:** Boris O. | Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 20, 2023 **What do you like best about Planfix?** Planfix is very flexible, has several types of integrations with external systems (API, webhooks, prebuilt integrations). Planfix gives the opportunity to design your system from data structure (like in DB designing) to process building with scenarios and triggers. In 3 words, you can develop your own system without writing a code. Special thanks to Planfix support team - they are in close contact with customers and are ready to implement new features if they see that there is no other way to solve clients' tasks. **What do you dislike about Planfix?** On big amounts of data (like hundreds of thousands of users) Planfix slows down. But there is a solution for such a situation - go to a standalone server. We are going to use it in the near future. **What problems is Planfix solving and how is that benefiting you?** Tracking all data about the users, about our team work, and all customer lifecycle. Planfix serves us: process execution, data storing, product analytics. ### 16. Feedback on working with Plan Fix **Rating:** 4.0/5.0 stars **Reviewed by:** Victor T. | Sales Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from Ukrainian using AI. **Reviewed Date:** October 19, 2023 **What do you like best about Planfix?** Planning of employees' work, control over task execution **What do you dislike about Planfix?** Reports on efficiency. It is quite difficult to customize reports to suit your needs. **What problems is Planfix solving and how is that benefiting you?** Very well structures the work of employees, easy control over task completion/non-completion. ### 17. Planfix Review **Rating:** 4.5/5.0 stars **Reviewed by:** Mickey V. | Team Lead, Computer Software, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** June 13, 2023 **What do you like best about Planfix?** From my experience, I would like to say Planfix has one feature or tool that makes it very easy for project management to plan, track, and manage my projects from start to finish. And most importantly, the automation features in Planfix are highly valued by me. **What do you dislike about Planfix?** From my point of view, the pricing structure of Planfix can be relatively high compared to other project management software. As well as, the documentation is not up to date. **What problems is Planfix solving and how is that benefiting you?** From my point of view, the user interface of Planfix could be more intuitive. As well as, we need more comprehensive documentation, tutorials, and support materials to aid in the learning and implementation process. ### 18. Feedback on working in the program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from Russian using AI. **Reviewed Date:** January 08, 2024 **What do you like best about Planfix?** Convenience when working in a team. Pleasant interface. **What do you dislike about Planfix?** A bit complicated. Make it a little simpler. Work with tech support is only in online chat mode, i.e., without the possibility of a phone conversation. **What problems is Planfix solving and how is that benefiting you?** Reducing the time spent on solving tasks, accordingly, frees up more time for other activities. ### 19. An Effective Low-Code ERP System for Simplified Business Processes **Rating:** 4.5/5.0 stars **Reviewed by:** Artsiom B. | Database Eng., Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 16, 2023 **What do you like best about Planfix?** Low-code system simplifies the creation of custom workflows Mobile applications enable remote work and real-time collaboration Highly customizable to meet specific business needs Automation tools for streamlined work processes **What do you dislike about Planfix?** Old-style part of interfaces may not appeal to users who prefer a modern look Language options are not fully translated, which can be a challenge for non-English-speaking users **What problems is Planfix solving and how is that benefiting you?** Planfix.com is an effective no-code and low-code ERP system that can be used to simplify and streamline business processes. It is both a CRM, highly customizable system that can be tailored to meet specific business needs. The system's mobile applications make it easy to manage work processes on-the-go, and the automation tools help reduce manual labor and increase productivity. - [View Planfix pricing details and edition comparison](https://www.g2.com/products/planfix-inc-planfix/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+19%3A14%3A34+-0500&secure%5Bsession_id%5D=ac3c9716-d0da-4768-8d80-19abba08d018&secure%5Btoken%5D=767ab2a7ab1d71f454a41f17cf347404c81182f6d88d888c0306c815a7f0966f&format=llm_user) ## Planfix Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Management** - Updates - Audit Trail - Integration **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks - Project Templates **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Collaboration Tools - Gantt/Timeline View - AI Copilot - Task Tagging - Spreadsheet View - Task Scheduling - Search/Filter - Email-to-Task Conversion - Project Tracking - Time Tracking - Sub-Task Management - Task Progress Tracking - Third-Party Integrations - Calendar Management - Mobile Access - Task Editing - Reporting/Analytics - Deadline Management - API - Dependency Tracking - Document Management - Assignment Management - Project Planning - Task Board View - Workflow Management - Activity Tracking - Commenting/Notes - Resource Management - Task Import - Dashboard - Access Controls/Permissions - Real-Time Notifications **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Planfix Alternatives - [ClickUp](https://www.g2.com/products/clickup/reviews) - 4.6/5.0 (13,684 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) - 4.1/5.0 (578 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,411 reviews)