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Planfix

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18 reviews
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Average star rating
4.6
Serving customers since
2019
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Planfix

18 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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AK
Anton K.
09/15/2023
Validated Reviewer
Verified Current User
Review source: Organic

Two years of working with Planfix, and there's something special about it.

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.
Dmitry M.
DM
Dmitry M.
08/27/2023
Validated Reviewer
Verified Current User
Review source: Organic

We use Planfix to automate processes in our education center. It has covered all the tasks we need.

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.
Volodymyr O.
VO
Volodymyr O.
Project Lead – Beautyapple
08/25/2023
Validated Reviewer
Verified Current User
Review source: Organic

Planfix is the best product for configuring and organizing work.

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.

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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
Website
planfix.com