Industry Solutions Planfix CRM and Project Management System

Industry Solutions

Planfix empowers your industry with flexible workflows and tools designed to meet your unique business needs. Automate processes, streamline collaboration, and manage everything from a single platform to boost efficiency and drive growth.

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IT, Telecom & Technology

IT, Telecom & Technology — Industry Solutions

IT Department as an Internal Service Provider

IT, Telecom & Technology — Industry Solutions

Pre-Sales & Implementation for B2B SaaS Companies

IT, Telecom & Technology — Industry Solutions

Community support (EdTech / games / SaaS) - moderation & responses

IT, Telecom & Technology — Industry Solutions

SaaS integrators / partners - client implementation management

IT, Telecom & Technology — Industry Solutions

Cloud integrators (ERP / CRM) - implementation & support pipeline

IT, Telecom & Technology — Industry Solutions

Boutique custom software shops - projects, approvals & time

IT, Telecom & Technology — Industry Solutions

Internal RPA / automation in SMB - integration task pipeline

IT, Telecom & Technology — Industry Solutions

Game dev support - player tickets & live-ops bug reports

IT, Telecom & Technology — Industry Solutions

Data annotation / AI labeling studios - tasks, quality, reporting

IT, Telecom & Technology — Industry Solutions

SMB DevOps / SRE outsourcing - incident tickets, shifts, reporting

IT, Telecom & Technology — Industry Solutions

Managed SOC / security providers (SMB) - incidents & escalations

IT, Telecom & Technology — Industry Solutions

LAN / Wi-Fi network contractors - projects & service

IT, Telecom & Technology — Industry Solutions

B2B video surveillance as a service (VSaaS) - tickets & installations

IT, Telecom & Technology — Industry Solutions

Data center facilities operations - tickets, rounds, incidents

IT, Telecom & Technology — Industry Solutions

Cloud accounting providers - client implementations & support

Retail, E-commerce & Trade

Retail, E-commerce & Trade — Industry Solutions

Retail Management System

Retail, E-commerce & Trade — Industry Solutions

eCommerce Solution

Retail, E-commerce & Trade — Industry Solutions

Importers & International Trade

Retail, E-commerce & Trade — Industry Solutions

B2B distributors - orders, returns & channel marketing

Retail, E-commerce & Trade — Industry Solutions

Marketplace sellers with premium support

Retail, E-commerce & Trade — Industry Solutions

Trade marketing distributors (alcohol / beverage / snacks) - store requests

Retail, E-commerce & Trade — Industry Solutions

B2B sales - presales tasks, demos & POCs as cases

Retail, E-commerce & Trade — Industry Solutions

B2B marketplaces - operational support for sellers & buyers

Retail, E-commerce & Trade — Industry Solutions

Consumer electronics retail - warranty support & returns

Retail, E-commerce & Trade — Industry Solutions

E-grocery retail - order support & claims

Retail, E-commerce & Trade — Industry Solutions

B2C subscription marketplaces (food / goods) - support & claims

Retail, E-commerce & Trade — Industry Solutions

D2C beauty / fragrance brands - support & influencer campaigns

Retail, E-commerce & Trade — Industry Solutions

Micro D2C makers - WhatsApp / IG support

Retail, E-commerce & Trade — Industry Solutions

Equipment & spare parts distributors - orders, warranty, logistics

Retail, E-commerce & Trade — Industry Solutions

Building materials distribution - orders, claims, logistics

Retail, E-commerce & Trade — Industry Solutions

Subscription boxes (meal kits / beauty) - support, assembly, returns

Retail, E-commerce & Trade — Industry Solutions

Vending & coffee machine operators - routes, incidents, cash collection

Retail, E-commerce & Trade — Industry Solutions

Pharma trade marketing distributors - pharmacy requests & merchandising

Manufacturing & Industrial Production

Manufacturing & Industrial Production — Industry Solutions

Custom wood / metal manufacturing - orders & operations control

Manufacturing & Industrial Production — Industry Solutions

Custom furniture manufacturing - from measurement to install

Manufacturing & Industrial Production — Industry Solutions

Mass-production furniture manufacturing - workstation standards rollout

Manufacturing & Industrial Production — Industry Solutions

Factory QA labs - CAPA & incidents

Manufacturing & Industrial Production — Industry Solutions

Jewelry workshops & chains - orders, production, claims

Manufacturing & Industrial Production — Industry Solutions

Packaging & label manufacturing - orders, versions, quality

Manufacturing & Industrial Production — Industry Solutions

HoReCa / retail furniture manufacturing - projects, site surveys, installation

Manufacturing & Industrial Production — Industry Solutions

B2B merch production - orders, artwork, logistics

Manufacturing & Industrial Production — Industry Solutions

Plastics & composites manufacturing - orders, quality & claims

Manufacturing & Industrial Production — Industry Solutions

Beverage manufacturing - shift tasks, quality, returns

Manufacturing & Industrial Production — Industry Solutions

Farmer cooperatives - requests, logistics, equipment service

Manufacturing & Industrial Production — Industry Solutions

Dairy processors - requests, quality, retail claims

Manufacturing & Industrial Production — Industry Solutions

Wineries (D2C) - tours, clubs, support

Manufacturing & Industrial Production — Industry Solutions

Craft breweries - tours, merch, HoReCa support

Manufacturing & Industrial Production — Industry Solutions

Craft distilleries - tours, B2B orders, returns

Manufacturing & Industrial Production — Industry Solutions

B2B coffee roasters - HoReCa orders, claims, service

Manufacturing & Industrial Production — Industry Solutions

Recycling (MRF) - work orders, incidents, logistics

Manufacturing & Industrial Production — Industry Solutions

Metal depots & scrap yards - orders, loading, claims

Manufacturing & Industrial Production — Industry Solutions

Plant MRO - repair requests, rounds, CAPA

Manufacturing & Industrial Production — Industry Solutions

Agri equipment & farm contractors - field work & seasonal schedules

Logistics, Transportation & Supply Chain

Logistics, Transportation & Supply Chain — Industry Solutions

Last-mile logistics startups - courier & customer support

Logistics, Transportation & Supply Chain — Industry Solutions

Small airports / service providers - internal service requests (non-ATC)

Logistics, Transportation & Supply Chain — Industry Solutions

Freight forwarders - customer shipment cases

Logistics, Transportation & Supply Chain — Industry Solutions

Car sharing & micromobility - incidents, field dispatch, claims

Logistics, Transportation & Supply Chain — Industry Solutions

Medical cold-chain couriers - incidents & temperature control

Logistics, Transportation & Supply Chain — Industry Solutions

Grain agrologistics - queues, quality, claims

Logistics, Transportation & Supply Chain — Industry Solutions

Chemical logistics (HAZMAT) - incidents, permits, documentation

Logistics, Transportation & Supply Chain — Industry Solutions

Port terminals - work orders, incidents, infrastructure maintenance

Logistics, Transportation & Supply Chain — Industry Solutions

Ship chandlers - orders, logistics, claims

Logistics, Transportation & Supply Chain — Industry Solutions

Rail track & signaling maintenance - field work, closeouts, inspections

Logistics, Transportation & Supply Chain — Industry Solutions

Airport ground handling (non-security) - requests & incidents

Logistics, Transportation & Supply Chain — Industry Solutions

E-commerce reverse logistics / returns - intake, inspection, resolution

Logistics, Transportation & Supply Chain — Industry Solutions

Small airport contractors (catering / cleaning) - shift tasks

Real Estate, Construction & Facilities Management

Real Estate, Construction & Facilities Management — Industry Solutions

Real Estate Management Software

Real Estate, Construction & Facilities Management — Industry Solutions

Property Maintenance Management

Real Estate, Construction & Facilities Management — Industry Solutions

Cleaning & Janitorial Operations Software Solution

Real Estate, Construction & Facilities Management — Industry Solutions

Service marketplaces (cleaning / repairs) - contractor dispatch

Real Estate, Construction & Facilities Management — Industry Solutions

Residential renovation - requests, estimates & phases

Real Estate, Construction & Facilities Management — Industry Solutions

Corporate facilities management - requests, contractors, SLAs

Real Estate, Construction & Facilities Management — Industry Solutions

Coworking / office operators - member requests & operations

Real Estate, Construction & Facilities Management — Industry Solutions

Small malls / property managers - tenant requests

Real Estate, Construction & Facilities Management — Industry Solutions

BIM / CAD studios - reviews & version control as tasks

Real Estate, Construction & Facilities Management — Industry Solutions

Infrastructure contractors (low-voltage / access control / CCTV) - projects & service

Real Estate, Construction & Facilities Management — Industry Solutions

Security / access control integrators - projects, service, warranty

Real Estate, Construction & Facilities Management — Industry Solutions

Landscaping & grounds contractors - jobs, photo reports, claims

Real Estate, Construction & Facilities Management — Industry Solutions

Developer real estate agencies - leads, reservations, claims

Real Estate, Construction & Facilities Management — Industry Solutions

B2B paid parking operators - requests, incidents & subscriptions

Real Estate, Construction & Facilities Management — Industry Solutions

Commercial real estate agencies - tenant requests & claims

Real Estate, Construction & Facilities Management — Industry Solutions

B2B cleaning networks - multi-site, SLAs, photo proof

Real Estate, Construction & Facilities Management — Industry Solutions

Fix Potholes Faster With Proof

Real Estate, Construction & Facilities Management — Industry Solutions

Elevator & escalator maintenance - work orders, preventive maintenance, closeout reports

Real Estate, Construction & Facilities Management — Industry Solutions

Fire safety systems maintenance - inspections, compliance reports, incidents

Real Estate, Construction & Facilities Management — Industry Solutions

B2B pest control - visits, service reports, claims

Real Estate, Construction & Facilities Management — Industry Solutions

Snow removal & seasonal B2B services - callouts, routes, closeouts

Real Estate, Construction & Facilities Management — Industry Solutions

Facade / glass cleaning (high-rise) - work orders, safety, closeouts

Real Estate, Construction & Facilities Management — Industry Solutions

Office coffee / water service (OCS) - requests, routes, inventory

Field Service, Repair & Installation

Field Service, Repair & Installation — Industry Solutions

Field installation crews (IoT / security)

Field Service, Repair & Installation — Industry Solutions

Device repair / service centers - intake, repair & handoff

Field Service, Repair & Installation — Industry Solutions

B2B engineering services (HVAC, water treatment) - projects & service

Field Service, Repair & Installation — Industry Solutions

Auto repair chains - orders, work breakdown & claims

Field Service, Repair & Installation — Industry Solutions
B2B equipment service centers - customer cases & site visits
Field Service, Repair & Installation — Industry Solutions

Industrial refrigeration - repair & service

Field Service, Repair & Installation — Industry Solutions

HVAC dealers - requests, installations, warranty

Field Service, Repair & Installation — Industry Solutions

Smart-home installers - projects & service

Field Service, Repair & Installation — Industry Solutions

POS terminal / ATM service - field service, SLAs, module replacements

Field Service, Repair & Installation — Industry Solutions

Retail refrigerated display maintenance - work orders, preventive maintenance, warranty

Field Service, Repair & Installation — Industry Solutions

Equipment vendors - partner installations & warranty support

Professional Services, Finance & BPO

Professional Services, Finance & BPO — Industry Solutions

Microfinance - customer inquiries & complaints

Professional Services, Finance & BPO — Industry Solutions

Insurance brokers - client requests & policy processing

Professional Services, Finance & BPO — Industry Solutions

B2B insurance (corporate clients) - policy service & claims

Professional Services, Finance & BPO — Industry Solutions

SMB recruiting agencies - client requests, job pipeline, reporting

Professional Services, Finance & BPO — Industry Solutions

Financial outsourcers (accounting / payroll) - period close tasks

Professional Services, Finance & BPO — Industry Solutions

B2B translation / localization agencies - task & version pipeline

Professional Services, Finance & BPO — Industry Solutions

Audit & tax firms - projects, checklists, client requests

Professional Services, Finance & BPO — Industry Solutions

Private equity & VC - due diligence & post-investment task flow

Professional Services, Finance & BPO — Industry Solutions

Staffing / outstaff - client requests, shifts, timesheets

Professional Services, Finance & BPO — Industry Solutions

SMB outsourced legal - requests, templates, client portals

Professional Services, Finance & BPO — Industry Solutions

Payroll outsourcing - client cases, period close, SLAs

Professional Services, Finance & BPO — Industry Solutions

High-volume staffing agencies - intake, interview slots, client reporting

Professional Services, Finance & BPO — Industry Solutions

E-discovery / legal ops (SMB) - case tasks, deadlines, review

Professional Services, Finance & BPO — Industry Solutions

Managed print services - tickets, toner replacements, field visits

Professional Services, Finance & BPO — Industry Solutions

Content moderation / Trust & Safety outsourcing - tickets, policies, reporting

Professional Services, Finance & BPO — Industry Solutions

E-commerce BPO call centers - omnichannel, SLAs & scripts

Marketing, Media & Creative Agencies

Marketing, Media & Creative Agencies — Industry Solutions

Video / CGI studios - production pipeline & approvals

Marketing, Media & Creative Agencies — Industry Solutions

Creative production (print / video gear) - orders & approvals

Marketing, Media & Creative Agencies — Industry Solutions

Podcast production studios - episode pipeline & sponsorships

Marketing, Media & Creative Agencies — Industry Solutions

B2B conferences / exhibitions - organizing committee & attendee support

Marketing, Media & Creative Agencies — Industry Solutions

PR agencies - media releases, approvals & client reporting

Marketing, Media & Creative Agencies — Industry Solutions

Market research agencies - field tasks & reporting

Marketing, Media & Creative Agencies — Industry Solutions

Performance marketing agencies - client tickets for creatives / campaigns

Marketing, Media & Creative Agencies — Industry Solutions

Photo studios & gear rental - bookings, jobs, handover forms

Marketing, Media & Creative Agencies — Industry Solutions

Brand influencer programs - requests, activations, reporting

Marketing, Media & Creative Agencies — Industry Solutions

B2B POP / POS marketing contractors - orders, installations, acceptance forms

Marketing, Media & Creative Agencies — Industry Solutions

Call tracking / marketing providers - client tickets & implementations

Marketing, Media & Creative Agencies — Industry Solutions

Event tech contractors (sound / light / stage) - projects & logistics

Marketing, Media & Creative Agencies — Industry Solutions

Packaging design agencies - briefs, versions, approvals

Marketing, Media & Creative Agencies — Industry Solutions

Affiliate networks - publisher / advertiser tickets

Marketing, Media & Creative Agencies — Industry Solutions

Ad ops teams - campaign tickets, tags, reporting

Healthcare, Life Sciences & Pharma

Healthcare, Life Sciences & Pharma — Industry Solutions

Medtech / diagnostics - laboratory case management (B2B / B2C)

Healthcare, Life Sciences & Pharma — Industry Solutions

Aesthetic medicine clinics - leads & post-treatment support

Healthcare, Life Sciences & Pharma — Industry Solutions

Dental clinic networks - requests, treatment plans & approvals

Healthcare, Life Sciences & Pharma — Industry Solutions

Dental labs - clinic orders, job status, logistics

Healthcare, Life Sciences & Pharma — Industry Solutions

Medical equipment vendors - installations, warranty, partner support

Healthcare, Life Sciences & Pharma — Industry Solutions

Pharma distributors - pharmacy requests, returns & temperature incidents

Healthcare, Life Sciences & Pharma — Industry Solutions

Private speech therapy / psychology centers - inquiries & schedules

Healthcare, Life Sciences & Pharma — Industry Solutions

Veterinary clinics - scheduling, support & incidents

Healthcare, Life Sciences & Pharma — Industry Solutions

Pharmacy chains - customer requests, returns & out-of-stocks

Healthcare, Life Sciences & Pharma — Industry Solutions

Healthcare provider call centers - routing & SLAs

Healthcare, Life Sciences & Pharma — Industry Solutions

Small inpatient / rehab centers - patient / family inquiries

Healthcare, Life Sciences & Pharma — Industry Solutions

Small research institutes / labs - requests, equipment & reporting

Healthcare, Life Sciences & Pharma — Industry Solutions

Biotech / pharma R&D (SMB) - requests, experiments, incidents

Healthcare, Life Sciences & Pharma — Industry Solutions

Private maternity & fertility clinics - patient support

Healthcare, Life Sciences & Pharma — Industry Solutions

Private food testing labs - requests & incidents

Healthcare, Life Sciences & Pharma — Industry Solutions

Private veterinary labs - clinic & farm requests

Healthcare, Life Sciences & Pharma — Industry Solutions

Veterinary pharma / distribution - clinic orders, returns & claims

Healthcare, Life Sciences & Pharma — Industry Solutions

Clinical trial site management - patient visits, logs, SLAs

Healthcare, Life Sciences & Pharma — Industry Solutions

CRO contractors (small / mid) - tasks, deviations, sponsor reporting

Healthcare, Life Sciences & Pharma — Industry Solutions

Lab reagent distributors - orders, cold-chain, claims

Education & eLearning

Education & eLearning — Industry Solutions

Online Schools Management

Education & eLearning — Industry Solutions

Private coding / robotics schools - parent support

Education & eLearning — Industry Solutions

Offline schools / preschools - parent requests & operations tasks

Education & eLearning — Industry Solutions

Corporate training providers - LMS projects & implementations

Education & eLearning — Industry Solutions
Supplementary education centers - inquiries & schedules
Education & eLearning — Industry Solutions

Language schools - leads, scheduling & support

Education & eLearning — Industry Solutions

Corporate training centers - employee requests & class operations

Education & eLearning — Industry Solutions

Private K-12 school networks - parent inquiries & facilities requests

Hospitality, Tourism & Events

Hospitality, Tourism & Events — Industry Solutions

Tour operators / travel agencies - bookings & customer support

Hospitality, Tourism & Events — Industry Solutions

Food manufacturing / HoReCa kitchens - orders, shifts & quality

Hospitality, Tourism & Events — Industry Solutions

B2B catering & corporate cafeterias - orders, shifts, quality

Hospitality, Tourism & Events — Industry Solutions

B2B event venues - bookings, prep, incidents

Energy, Utilities & Non-Profit

Energy, Utilities & Non-Profit — Industry Solutions

Charitable fundraising - applicant & donor cases

Energy, Utilities & Non-Profit — Industry Solutions

International NGOs - aid projects, logistics, donor reporting

Energy, Utilities & Non-Profit — Industry Solutions

Run Multi-Country Aid Projects With Predictable, Trusted Delivery

Energy, Utilities & Non-Profit — Industry Solutions

Local energy / telecom - subscriber requests & incidents

Energy, Utilities & Non-Profit — Industry Solutions

EV charging networks - incidents, field visits, contractors

Energy, Utilities & Non-Profit — Industry Solutions

Solar installers (residential / commercial) - leads→installation→service

Energy, Utilities & Non-Profit — Industry Solutions

Water utilities & contractors - subscriber requests & field visits

Energy, Utilities & Non-Profit — Industry Solutions

Local power grids (private operators) - requests & field dispatch

Energy, Utilities & Non-Profit — Industry Solutions

Offshore wind & energy service - field visits, work-at-height, reports

Best Practices & How-Tos

Step-by-step guides and proven strategies for putting Planfix to work in your business.

Planfix User Reviews

L
Lavanderia T.
Application Developer
5.0
Best Solution For Managing Business Operations
First, I like that Planfix is scalable and is ideal for businesses of all sizes. It makes management of business operations easy thanks to project and task management features.
A
Alexi L.
Technical Director
5.0
Extensive Customization Capabilities
Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more.
See all reviews
on Capterra
R
Richard E.
Personnel Supervisor
5.0
Tasks on the Map
It's a user-friendly system for order tracking, process automation, and customer communication, all within a single service. This makes it a valuable tool for various business needs.
See all reviews
on Sourceforge
A
Artsiom
Database Manager
5.0
A Highly Customizable ERP System
Planfix.com is a versatile ERP system that allows businesses to streamline their processes and improve overall efficiency.
See all reviews
on SoftwareSuggest
D
Daniel M.
Administrator
5.0
Responsive Dev Team
It's a very 'alive', flexible, and easily scalable system, highly recommended. I'd also like to shout out the Support team – they're responsive and quick.
See all reviews
on Slashdot
A
Alex P
5.0
Excellent project management system
Thanks to a huge set of functions, it is easy to customize Planfix for specific business processes, set up workspaces individually for each team and automate many routine tasks.
See all reviews
on Crozdesk
Solutions for Every Team — Industry Solutions

PRODUCTIVITY FOR EVERY ROLE

Solutions for Every Team

Planfix integrates into all business processes easily, facilitating the efficiency of your teams. Use a single Planfix management system for teamwork automation of any type and complexity.

Why Teams Choose Planfix — Industry Solutions

Why Teams Choose Planfix

Compare Planfix with other solutions and find the best fit for your business needs. We break down the differences in features, pricing, and scalability, so you don’t have to guess what really matters. With a clear side-by-side view, you’ll see exactly where Planfix stands out—and whether it’s the right choice for your team’s growth.

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