B2B Coffee Roasters - HoReCa Orders, Claims, Service
Planfix turns HoReCa orders, claims, and service requests into one controlled workflow so you deliver on time, protect margins, and keep partners loyal.
Planfix turns HoReCa orders, claims, and service requests into one controlled workflow so you deliver on time, protect margins, and keep partners loyal.
Pull every HoReCa order, claim, and service request from email, messengers, and calls into one queue. Use Planner, data tags, and Project Totals to see work, cost, and margin for each key account in real time.
Turn emails, messenger threads, and calls from hotels and restaurants into structured tasks automatically. Telephony integrations attach recordings and speech transcripts, while AI Dataminer writes outlet, products, and urgency into fields you can filter and report on.
Bring your sales, service, and logistics teams into one operating system. From first order through repeated claims and visits, Planfix keeps tasks, checklists, costs, and timelines connected so you can run HoReCa calmly at scale.
Before busy weekends you see all open HoReCa work, risks, and routes on one screen. In meetings with hotels and chains you speak with numbers, not stories, because every visit, claim, and credit is logged and reportable.
Begin with email to task and a simple Planner board while keeping your existing channels. Then add custom fields, templates, and automation as your team gets comfortable, without long consulting projects or heavy coding.
Connect messengers, telephony, calendars, and reporting tools so Planfix becomes the operating layer over your existing stack.
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