Presales Management for B2B Sales Teams
Planfix turns every presales request, demo, and POC into one routed, auditable task so your sales team stays fast, visible, and low cost.
Planfix turns every presales request, demo, and POC into one routed, auditable task so your sales team stays fast, visible, and low cost.
You want every demo or POC request to land in one place. Planfix auto triages, links to the account, and keeps the full audit trail so both sales and presales see the same work.
Turn inbound presales messages into tasks in one click. Auto assign by manager, region, product line, or priority. No retyping. No missed requests.
Every presales request is logged, timestamped, and assigned. Conditional lists keep triage fast while AI agents enrich tasks with industry, deadline, and scenario details.
Pull ready demo cases, add customer-specific fields, and show real routing in Planner. Schedule and run the call, then attach the call and notes to the same presales task.
Turn feedback into subtasks with SLAs so customer asks are delivered before momentum drops. Share selected task elements through the client dashboard and mark winning cases for reuse.
You have one board where every demo and POC is visible by stage. Owners are clear, effort per opportunity is tracked, and you can add one more sales team without breaking the process.
Generic CRMs track stages but not presales work. Planfix links real work to opportunities, keeps sales and presales in one system, and turns email and chat threads into auditable tasks with SLAs.
Receive requests from all channels and push updates back without switching tools.
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