Planfix for Online Schools Planfix CRM and Project Management System

Planfix for Online Schools

Deliver every cohort on time with responsive student support and audit-ready operations. You run a reliable learning experience at scale with faster answers, cleaner workflows, and fewer surprises.

Run a reliable learning operation — Planfix for Online Schools

Run a reliable learning operation

Centralize requests, standardize approvals, and keep content on schedule. Leaders see status in one view and teams work with clear ownership and SLAs.

Email to ticket or channel to task

Turn inbound email and messages into trackable tasks with owners and due dates.

Auto triage, SLA timers, MTTR tracking

Route by topic and priority, monitor SLAs, and reduce time to resolution.

No code workflows and approvals

Standardize steps and speed up sign-off without engineering effort.

Content calendars

Plan lessons and drops with day, week, and month views.

Release checklists

Make each release repeatable and error-free with checklists and subtasks.

Dashboards and audit trails

Track health, spot risks, and keep a clean history for audits.

Fastest win — Planfix for Online Schools

Fastest win

Turn email and chat into trackable tasks in minutes. Add auto triage and SLAs to cut MTTR without adding headcount.

See it in action — Planfix for Online Schools

See it in action

View one live board with tickets by SLA, the next content drop, and at-risk students. DMs stop because everything lands as a task with owner, due date, and context.

Faster first response and lower MTTR

Students get answers quickly and stay engaged.

Fewer late drops and fewer rework loops

Approvals and templates keep work moving with fewer surprises.

Early risk alerts and higher completion

Dashboards highlight cohorts that need attention now.

Audit-ready history and clear accountability

Every decision and change is recorded and easy to review.

Predictable student support — Planfix for Online Schools

Predictable student support

Email to ticket or channel to task so every request is tracked. Auto triage by topic, priority, and cohort to reach the right owner instantly. SLA timers, alerts, and escalations reduce breaches and MTTR. Templates, macros, and knowledge base links improve first-contact resolution.

On-time content production — Planfix for Online Schools

On-time content production

Content calendar with dependencies prevents surprise blockers. Approvals and version control speed sign-off with fewer rewrites. The asset library ties the right files to the right tasks. Release checklists and automations keep each drop on schedule.

Cohort visibility and control — Planfix for Online Schools

Cohort visibility and control

A health dashboard blends logins, progress, and ticket load for early signals. Risk cohorts and nudges drive targeted interventions. Workload balance protects instructors from burnout. Post-cohort reviews turn clean data into better decisions.

Every cohort runs on rails. Support meets SLA. Content ships on time. Leaders see status in one view. Costs stay in check.
Sound familiar?
Launch week goes sideways when chats explode. You want predictable support instead of firefighting.
Deadlines slip because assets wait on approvals.
You feel stressed and reactive with no clear signal of what breaks next.
Decisions are buried in DMs with no SLAs and the content schedule is trapped in spreadsheets.
How it feels
Support has calm control and earns trust.
Production has confidence before each release.
Operations feel relief and pride in predictable delivery.
Fewer barriers, faster start
Migration feels heavy. Import tickets, tasks, and users in hours.
The team resists change
Keep your channels with email to ticket and channel to task.
You lack admins
Use no code setup, ready-made templates, and guided onboarding.
Why replace the usual tools?
Spreadsheets and chat become one system with SLAs and clear ownership.
A generic help desk cannot connect support with production and cohort health.
LMS-only workflows miss people, content, and support orchestration end to end.

Ready to run every cohort like clockwork?

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No credit card needed • Unlimited time on Free plan

Communication via different channels

Unify student messages from email and connected channels in one place.

Task calendar

Plan content and deadlines by day, week, and month.

Report designer

Build dashboards for cohort health, SLA performance, and outcomes.

Create your workspace now

Use all of Planfix's features for 14 days, completely free of charge

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