--- title: Planfix Reviews meta_title: 'Planfix Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 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: 18 scale: '5' date_modified: '2026-06-24' 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:** 18 ## 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 **What users like:** - Users value the **flexibility** of Planfix, allowing easy configuration without needing a developer's assistance. (1 reviews) ## Planfix Reviews ### 1. Planfix for business automation **Rating:** 4.0/5.0 stars **Reviewed by:** Stepan C. | ceo, Small-Business (50 or fewer emp.) **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 ### 2. Our experience with Planfix **Rating:** 5.0/5.0 stars **Reviewed by:** Ramina M. | Head of Marketing, Small-Business (50 or fewer emp.) **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 whats app (without third party). And possibility of integrationg 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. ### 3. 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.) **Reviewed Date:** April 12, 2024 **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. ### 4. I plan my day to day work **Rating:** 5.0/5.0 stars **Reviewed by:** Tony A. | General Manager, Mid-Market (51-1000 emp.) **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 ### 5. 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.) **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. ### 6. 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.) **Reviewed Date:** January 11, 2024 **What do you like best about Planfix?** 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. **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 formation 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. ### 7. 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.) **Reviewed Date:** January 21, 2024 **What do you like best about Planfix?** 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. **What do you dislike about Planfix?** 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. **What problems is Planfix solving and how is that benefiting you?** The program ensure all tasks are well managed online, and sharing of roles are well included. Besides, the establishement of a relatable CRM, where all the discussions are constantly evaluated and conversations analyzed is also a manageable feature. There are otheer project related organization, where business resources are fully utilized. ### 8. 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.) **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. ### 9. Two years of working with Planfix, and there's something special about it. **Rating:** 4.5/5.0 stars **Reviewed by:** Anton K. | Small-Business (50 or fewer emp.) **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. ### 10. 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.) **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. ### 11. 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.) **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. ### 12. 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.) **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 that customizing Planfix to meet our unique business needs is easy It is the best I have used for management task and it enahnces productivity **What do you dislike about Planfix?** With Planfix, we have had 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 ### 13. 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.) **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. ### 14. 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.) **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, ewbhooks, prebuilt inteagratins). Planfix gives the opportunity to design your system from data structure (like in DB designing) to process building with scenarious and triggers. In 3 words, you can develop your own system without writing a code. Secial thanks to Planfix support team - they in close contact with customers and are ready to implement new features, if they see, that there is no another way to solve clients task. **What do you dislike about Planfix?** On big amounts of data (like hunreds of thousand users) planfix slows down. But there is a solution for such situaltion - go to standalone server. We are going to use it in near time. **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. ### 15. Feedback on working with Plan Fix **Rating:** 4.0/5.0 stars **Reviewed by:** Victor T. | Sales Director, Small-Business (50 or fewer emp.) **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. ### 16. Planfix Review **Rating:** 4.5/5.0 stars **Reviewed by:** Mickey V. | Team Lead, Computer Software, Mid-Market (51-1000 emp.) **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 mostImpotnaly, 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 updated. **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. ### 17. 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.) **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. ### 18. An Effective Low-Code ERP System for Simplified Business Processes **Rating:** 4.5/5.0 stars **Reviewed by:** Artsiom B. | Mid-Market (51-1000 emp.) **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=2026-06-27+06%3A33%3A51+-0500&secure%5Bsession_id%5D=606d96bf-606c-4202-a7ba-99f6f87457b2&secure%5Btoken%5D=6a6fdda9126c840f463d3f32a7f4d21efcde0378c2bffee87ac77035df22b0f2&format=llm_user) ## Planfix Integrations - [Telegram Bot](https://www.g2.com/products/telegram-bot/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) ## 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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Setup** - Activities - Flows - Dependencies - Notifications **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Management** - Updates - Audit Trail - Integration **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Planfix Alternatives - [ClickUp](https://www.g2.com/products/clickup/reviews) - 4.6/5.0 (12,318 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) - 4.1/5.0 (575 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,171 reviews)