What makes Planfix good for agencies?

Planfix is built to collect client requests from every channel and put them into a governed flow. You get Planner boards with conditional lists, Client Dashboard for approvals, and status sets with transition rules. That combination gives agencies traceable approvals and clean reporting, which is hard to get from generic task tools.

Can clients approve without logging into the full system?

Yes. Clients do not have to become full users. You can share tasks, drafts, and final creatives through the Client Dashboard. They see only what you share with them and can approve in that same space. Their replies stay in the task history, which keeps your audit trail clean.

How do we start implementing this flow?

Set up rules for creating tasks from email and messengers, build a Planner for each client or team, and add AI agents to extract briefs from unstructured messages. After that, apply status sets and reports. Most agencies start with intake automation and then add approvals and reporting.

Do we have to replace our current tools?

Planfix covers intake, production, approvals, reporting, documents, time tracking, and even telephony. You can keep using your current CRM or billing tool and connect it via webhooks or Zapier/Make. The goal is to centralize daily agency work while keeping your existing, proven tools in place.

Agency Client Request & Production Management

Manage Client Requests without Chaos

You get client asks from different channels. Planfix turns them into governed tasks, structures the brief, sends a draft for approval, and logs the final delivery. Clients see only what belongs to them.

Omnichannel to task

Capture Every Request

Turn email, messengers, social and forms into tasks in a single queue.

Structure the Brief

Use templates or AI Interviewer so production starts with complete data.

Route and Deliver

Send work to design or media, collect approval, deploy, and keep history.

Start with the Fastest Win

Turn incoming emails and messages from clients into Planfix tasks automatically. They land on the agency ticket board with the right client card so no one forgets to create a task.

Automate intake

Show How Work Moves

Show drafts in the Client Dashboard and capture approval in the same task. Drag a ticket across the Planner and Planfix updates fields to match your workflow and status rules.

Client access

Nothing Is Lost

Messages from chat or email become tasks with approvals written down.

Faster Response

New tickets land in the right list so teams answer quicker.

Proof of Delivery

Every file, status and approval is stored on the client record.

If This Sounds Familiar

Many channels

Clients write in three channels and you are afraid to miss something.

No visibility

You cannot show how many changes you already delivered.

Inconsistent delivery

Delivery is different across account managers and you need standard rules.

Capture and Intake

Clarify the Brief

Route and Produce

Approve and Report

Capture and Intake

Messages and emails become tasks linked to the right client.

You get a single queue for all client work.

Ideal for multi-client agencies.

Intake in Planfix

Clarify the Brief

Use templates or AI Interviewer to collect campaign inputs.

Production starts without rework.

Every brief is stored in the task.

Templates

Route and Produce

Conditional Planner lists send work to designers or media buyers.

Status sets keep work moving.

Teams see only their tasks.

Planner boards

Approve and Report

Client Dashboard shows drafts and captures approval.

Data tags store campaign and date.

Project Totals show delivered value.

Reporting

What the Future State Looks Like

The agency runs all client changes from one place. Account managers stop building personal trackers. Designers get structured requests. Clients see clean approvals. Reporting shows real work per client and per month.

Workspaces for teams

Too Many Channels

Planfix turns channels into tasks and brings them to a single board.

Clients Outside Planfix

Give them a dashboard so they can approve and see their tasks.

Tasks Not Moved

Status sets and transition rules keep the board clean and governed.

What You Replace

Replace email and chat as the task system with a single thread per client request. Replace spreadsheets with Planner boards that build themselves from rules. Replace generic task tools with Planfix AI agents, Client Dashboard, status rules, and data tags.

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