Planfix for Internal IT Planfix CRM and Project Management System

Planfix for Internal IT

Turn IT into a reliable internal service. Centralize requests, automate workflows, and track SLA/MTTR in Planfix so you deliver faster at lower cost.

Why teams choose Planfix — Planfix for Internal IT

Why teams choose Planfix

Deliver predictable, fast, compliant IT services with a single request portal, automated intake, clear SLAs, and audit-ready records.

Single request portal

Give employees one front door for help. Reduce chaos and close more requests on time.

Email to ticket & channel to task

Keep your current support address and chats. Planfix turns messages into tracked tickets with IDs and owners.

Auto triage & routing

Classify by category and priority, route by skill, and set owners automatically.

Approval workflows

Resolve approvers with org data and log every decision for audit readiness.

SLA timers & breach alerts

Track targets and get ahead of risk with timers and alerts that prevent breaches.

Dashboards & audit-ready histories

See trends and prove compliance with reports, charts, and immutable histories.

Quick win: start in under an hour — Planfix for Internal IT

Quick win: start in under an hour

Keep your existing support address. Turn on email to ticket and get ticket IDs, SLAs, and dashboards immediately.

Centralized intake

Auto triage & approvals

Standardized fulfillment

Oversight & audit

Centralized intake — Planfix for Internal IT

Centralized intake

One front door for portal, email, and chat. Everything lands in one queue.
Complete requests faster with a clean, prioritized backlog.
See the portal
Auto triage & approvals — Planfix for Internal IT

Auto triage & approvals

Rules apply category and priority, route by skill, and set owners.
Auto-resolve approvers and log decisions.
Automate routing
Standardized fulfillment — Planfix for Internal IT

Standardized fulfillment

Templates, subtasks, and checklists with clear done criteria.
Dependencies keep work flowing without blockers.
Use templates
Oversight & audit — Planfix for Internal IT

Oversight & audit

SLA timers and breach alerts protect service targets.
Dashboards and immutable histories prove compliance.
Build dashboards
See the “aha” in minutes — Planfix for Internal IT

See the “aha” in minutes

Agents work from one queue, not shadow inboxes. Turn on auto triage to classify and route by category, priority, and skill. Watch first-response time drop.

Outcomes you can measure — Planfix for Internal IT

Outcomes you can measure

A single, trusted IT front door. Requests reach the right team. SLAs are visible. MTTR trends down. Audits are calm. Costs fall as automation scales.

Deflection

Measure self-service and portal usage over time.

FCR & MTTR

Track first-contact resolution and time to restore service across categories.

Backlog aging

Surface aging tickets and prevent silent breaches.

Hours saved by automation

Report on actions executed by robots, scripts, and buttons.

Sound familiar? — Planfix for Internal IT

Sound familiar?

Tickets live in email, chat, and hallway asks. Agents chase status pings. VIP pressure rises before audits. No SLA or MTTR visibility. Approvals get stuck in DMs.

“We can’t change how people ask for help.”

Keep the same email. Planfix converts messages to tickets automatically with IDs and owners.

“We don’t have time to implement.”

Start with intake. Add auto triage later. No code required to see value fast.

“Our approvals are messy.”

Use org data to auto-resolve approvers and log every step for clean audits.

Shared inbox + spreadsheets

Trade chaos for one portal, SLA timers, dashboards, and audit trails.

Legacy heavy ITSM

Get a no-code setup, faster time-to-value, and lower operating cost with Planfix.

Chat-only support

Turn messages into tasks with IDs, priorities, and ownership. No lost requests.

Automate routine processes — Planfix for Internal IT

Automate routine processes

Work smarter. Use scripts, buttons, and webhooks to remove repetitive steps and reduce errors.

Webhooks

Trigger and receive events to keep systems in sync without complex setups.

Custom buttons

One-click actions speed up repetitive tasks and minimize errors.

Task scripts

Automate assignments, priorities, and status changes at scale.

Ready for the quick win? Turn on email to ticket today.

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