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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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.
Planfix has allowed me to streamline a diverse range of tasks, including project planning, task execution, client communication, data storage, and more.
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.
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.
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.
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.
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.
Planfix fits a wide range of sectors—IT/services, eCommerce and retail, import/export, property and facilities, professional services, education, nonprofits, and more. Each workspace can mirror your processes with custom fields, statuses, roles, and automations. Start from a base setup, then refine workflows, reports, and permissions so teams in different departments (sales, ops, finance, support) work in one system without losing focus.
Most teams stand up a usable workspace in days, not months. Begin with a focused scope: migrate core lists (clients, tasks, products), define a few key fields and statuses, and automate 2–3 critical handoffs. Add reports and permissions next. This phased approach lets frontline teams see value fast while admins evolve the structure safely. You can expand to additional departments once the core flow runs predictably.
Definitely. Planfix is built around flexible objects, fields, status sets, roles, and scripts—so you model your process instead of bending to a tool. Standardize data (IDs, naming, lookups), automate repeatable steps with buttons/robots, and enforce SLAs via alerts and dashboards. Whether you run multiple pipelines, regional variations, or multi-entity accounting, you can configure once and reuse patterns across teams and projects.
Planfix connects to popular tools for communications (email, messengers, telephony), files (Drive, OneDrive), calendars, and payment/operations via native integrations and Zapier/API. Typical industry uses include: importing leads from ads, syncing documents, logging calls, creating tasks from emails, and pushing updates to finance/BI. The rule of thumb: keep Planfix as your operational hub and sync specialized data in and out as needed.
Leaders get unified, real-time visibility across clients, orders/deals, projects, finances, and SLAs. Dashboards and reports pull from clean fields, so you can compare teams, regions, or product lines. Chronicle and planners surface what changed and who’s on the hook next. With standardized data and automations, you reduce reopen rates, shorten decision lead times, and make handoffs auditable – turning weekly reviews into genuine control points.
Yes. Start with CSV imports for contacts, tasks, products, and history where useful. Map legacy fields to Planfix custom fields, normalize naming, and agree on status sets before importing. For staged cutovers, run a short overlap: keep source systems read-only while Planfix becomes your system of record. If needed, use API/Zapier for incremental syncs until you switch fully.
Medtech / diagnostics - laboratory case management