What makes Planfix different from a standard helpdesk for call tracking services?

Planfix combines ticketing, telephony context, Planner boards, and financial analytics in one system. Your team sees call recordings, notes, and configuration work alongside client history and Project Totals. You manage stability, margin, and SLAs in a single workspace instead of juggling a helpdesk, spreadsheets, and scattered inboxes.

How does Planfix connect with our telephony and channels?

Planfix connects to your PBX through the telephony feature and links calls to tasks automatically. You can create tasks from missed calls, open client cards on incoming calls, and attach recordings and call data to the right tickets. Messages from email and digital channels also land as tasks, so one queue shows every interaction.

Do we need developers to set up Planfix for call tracking service management?

You configure this solution using no code tools. Start with simple rules for email to ticket and telephony, add Planner boards, and then introduce automation. Templates, checklists, and status sets help standardize implementations. If needed, Partners or the Planfix team can assist with advanced workflows while your staff stays in control.

How can we start small and scale this solution later?

Most teams begin with a small pilot. You connect key mailboxes and telephony, create an intake queue, and set up basic Planner views. AI Dataminer and Data Tags start cleaning data in parallel. Once the pilot proves value, you add more clients, dashboards, and automation rules without changing the core operational spine.

Call Tracking Service Management Software

Keep Call Tracking Stable And Visible

You handle a mix of support tickets, change requests, and new implementations across channels. Details slip between inboxes and calls. Planfix keeps every request, task, and call record in one workspace so you control workload, SLAs, and revenue impact with clarity.

Telephony integration

Capture Every Request And Task

Clarify Scope And Impact

Plan Configuration Work In Steps

Configure Test And Ship With Confidence

Capture Every Request And Task

Route email, messengers, and calls into tasks with email to ticket and telephony integration.

See one live queue across all clients instead of scattered inboxes.

Clarify scope, impact, and access as part of intake, not after escalation.

Email to ticket

Clarify Scope And Impact

Use AI Dataminer to read messages and call notes and fill structured fields automatically.

See campaigns, systems, deadlines, and business impact in a single task view.

Stop chasing context because structured fields keep everyone aligned on the same facts.

AI agents in Planfix

Plan Configuration Work In Steps

Break work into subtasks and checklists for numbers, routing, tags, and analytics.

Reuse task templates so common implementation patterns run the same way each time.

Make dependencies and access needs explicit so new teammates can join safely.

Task templates

Configure Test And Ship With Confidence

Log test calls and results next to configuration changes and approvals.

Use speech recognition and automatic call analysis to capture real conversations.

Keep an auditable trail of who changed what, when, and why for every client.

Project documents

Capture Every Request In One Queue

Turn every inbound email, call, and chat into a trackable ticket in Planfix. With email to ticket, channel to task, and telephony integration, you see a single live queue from the first day and never miss a client request.

Communication via channels

Single Live Planner View

See every client request and implementation in one Planner board grouped by SLA and priority.

Smart Routing And Workload Balance

Route tickets to specialists based on client tier, impact, and workload to keep schedules realistic.

Faster Cleaner Implementations

Use subtasks, templates, and checklists so teams configure and test changes the same reliable way.

Proof Of Effort And Margin

Track time, incidents, and financial tags per client so reports show effort and profitability clearly.

Let The System Do The Busywork

Planner boards use conditional lists so tasks appear automatically based on rules instead of manual card copying. AI Dataminer reads call logs and comments, fills structured fields, and triggers automation so your specialists focus on solving real client problems.

Automation in Planfix

Repeated Call Tracking Fixes

You rebuild similar routing and tracking setups for different clients and struggle to keep them aligned.

Urgent Tickets With Missing Context

Premium clients send urgent messages across tools while you search old threads for context and decisions.

Disputes About Reports And Effort

You face disputes about attribution, reports, and effort because work history sits across many systems.

Growing Implementation Backlog

Each new implementation adds tickets and risk and makes managing your service feel less predictable.

Run A Predictable Call Tracking Service

Your call tracking operation runs on a single operational spine in Planfix. Requests, implementations, call data, and decisions stay linked to each client and Client Dashboard shows shared items with clear context. Project Totals and dashboards highlight margin and incident load before they become crises.

Project reports