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Planfix

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19 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.6
Serving customers since
2019
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Planfix

19 reviews

The Planfix platform allows an organization to manage its entire business online. Regardless of the size and industry of your business, Planfix is an excellent project and work management tool. Your company gets a management system that is completely customized, from the process design to the appearance. One integrated platform allows Planfix users to manage tasks and projects, CRM, sales, marketing, production, logistics, support service, finance, and human resources all at once. There is seamless data transfer between teams - for example, a transaction during the implementation stage becomes a project, and then it is transferred to support. Flexible access settings allow users to view only the information they need for their productive work, while managers can view the entire business process. You can configure and control various business processes within the company without knowing any programming language. In addition to project management, client accounting, task management, online Gantt charts, email integration, calendar, event chronicles in real time, analytics and reporting, external users' connection, linking accounts, and many others, the platform offers a wide range of powerful features. Whether you are a newbie or a tech-savvy user, Planfix is ideal for you. Experienced users will find in Planfix advanced features not available in other services and systems. These features include extensive customization and automation possibilities, flexibility for building projects, and the ability to automate complex business processes. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for business as well as non-profit organizations, public associations, and any other group of people working towards a common goal. More than 68 000 users use this platform to automate business workflows at more than 7000 companies.

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Planfix Reviews

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Stepan C.
SC
Stepan C.
07/01/2025
Validated Reviewer
Verified Current User
Review source: Organic

Planfix for business automation

What truly stood out was the flexibility and the ability to configure everything without involving a developer
RM
Ramina M.
05/24/2024
Validated Reviewer
Verified Current User
Review source: Organic

Our experience with 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.
AK
Andrii K.
04/13/2024
Validated Reviewer
Verified Current User
Review source: Organic

Planfix is a constructor that I have been looking for for a long time

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.

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HQ Location:
San Diego, US

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@planfix

What is Planfix?

Planfix Inc. is a platform designed to facilitate workflow automation and project management for businesses and teams of various sizes. Its robust toolkit allows customization and management of tasks, projects, and client interactions, providing a unified system for improving productivity and tracking performance. Ideal for professionals aiming to streamline operations and enhance collaboration, Planfix offers features such as task management, timesheets, reporting tools, and communication capabilities, all within an adaptable framework. Teams can configure the system according to their specific needs, making it an optimal solution for companies seeking efficiency and scalability in managing their daily activities and long-term projects.

Details

Year Founded
2019