Planfix Reviews & Product Details

What truly stood out was the flexibility and the ability to configure everything without involving a developer Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We would be excited to see direct integration of whats app (without third party). And possibility of integrationg Planfix with more partners especially in Kazakhstan. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

something I don't like is difficult to answer because in reality I like everything because of its good functions. Review collected by and hosted on G2.com.

Comprehensive Enterprise Software Solution Tailored for Small and Medium Businesses — All in One Package!

Customizable features to meet clients' unique requirements. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The developr has made this program customizable, where business processes are managed and reports shared. The business needs are well controlled, where individual inputs are ratained and performance improves. The usage in matters implementation and features is simple, straightforward, and distinguished.

Finally, there is adequate resource integration with the software tol bring competent results for companies growth. Review collected by and hosted on G2.com.

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 formation where projects and other resources are shared to increase validity and automate many processes. Review collected by and hosted on G2.com.

This is the program that ensure every operation in a company are managed online, from communication, finance, and even marketing. This integrated software ensure users can easily manage their projects and tasks online. The establishement of a constant customer support, where valuable coordination and communictaions are done is a merit from the software. The platform has other incredible features including client accountability and customer support. Review collected by and hosted on G2.com.

There are determined integration from the software, where communication is straightforward, and other business operations are collectively supported. Further, the defination of customer support is also efficient and distinguished. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.