How does Planfix improve ERP and CRM delivery for integrators?

Planfix gives you one governed pipeline from scoping to support. Planner boards use conditional lists, so moving a card updates fields automatically. SLA timers, auto triage, and escalation logic keep response times predictable. Audit-ready records preserve every decision, and Client’s Dashboard provides controlled external visibility without new tools or portals.

How do we control lifecycle, effort, and margins across projects?

Use status sets and transition rules to model lifecycles per object. Automations and buttons guide actions and reduce rework. Data tags log time and finance details, and Project Totals roll them up for margins and utilization. With company calendars and Planned Work Time, schedules reflect reality during hypercare and beyond.

What about security, migrations, and user adoption risks?

Enable SSO and SCIM for identity, and restrict access using IP allowlists and granular roles. For migration, track counts and rejects as reportable data and require sign-offs. Drive adoption with role-based workspaces, planners, and embedded checklists so teams follow the same process from discovery to support.

Cloud Integrators for ERP & CRM — Implementation and Support Pipeline

Q: Can we run SLA-driven support without extra help desk tools?

Yes. Email and chat become tasks that start the SLA clock automatically. Rules route tickets to the right owner. Clients track progress on a secure dashboard and reply by email into the same thread. Reports show MTTR, backlog, and trends. You keep support costs in check while raising reliability and transparency.

Run Delivery without Chaos

Scope, integrate, migrate, and support in one governed workflow. Auto triage assigns owners fast, while SLA timers keep work moving. Audit-ready records protect every decision. Planner boards and status rules keep teams aligned. Client’s Dashboard gives customers live visibility.

See task processes

Start with the Fastest Win

See Value in Minutes

Start with the Fastest Win

Turn every channel into a task with an owner and an SLA clock.

Convert inbound email, chat, and phone using channel to task.

Auto triage assigns tickets instantly to cut queue time.

Escalation logic prevents stalls and protects deadlines.

Connect channels

See Value in Minutes

Drag a card between conditional lists; fields update instantly.

Share Client’s Dashboard so clients track progress live.

Clients reply by email; messages land in the same task.

Client’s Dashboard

What You Gain

Faster scoping, stable delivery, lower MTTR, and clear margins backed by real-time data.

Structured Discovery

Use templates and checklists to qualify, capture risks, and align success metrics early.

SLA-driven Ops

Timers, auto distribution, and escalations keep response times predictable and visible.

Deliver Implementations Predictably

Qualify and scope on day one. Blueprint lifecycle and SLAs with status sets and transition rules. Build and test integrations with monitored webhooks. Migrate data safely, validate thoroughly, and sign off with reconciliation reports and rollback plans.

Using webhooks

Qualify and Scope

Capture roles, success metrics, and risks with discovery templates and structured fields.

Blueprint Lifecycle

Prevent rework with status sets, transition rules, and guided buttons for execution.

Build and Test

Cut incidents with monitored webhooks, retries, and logged requests for quick triage.

Migrate and Validate

Use reconciliation reports and sign-offs. Keep rollback plans ready for go-live windows.

Run SLA-driven Support without Growing Cost

Channel to task ensures nothing is missed and the SLA clock starts immediately. Auto triage and routing reduce queues and balance workloads. Knowledge capture flows to Client’s Dashboard. Measure MTTR and backlog with real-time dashboards.

Notifications

Channel to Task

Email and chats become tasks automatically, starting SLA timers without manual steps.

Auto Triage

Rules route tickets to the right owner, balancing workloads and cutting handoffs.

Client Visibility

Customers track progress on a secure dashboard and reply by email into the task.

Measure and Improve

Track MTTR and backlog trends with live reports and dashboards for every team.

The Target State

One governed pipeline from scoping to support. Predictable go-lives and calm operations. Executives and auditors see clean, real-time reports with clear MTTR, capacity, and margin trends across teams and projects.

Launch on Time

Use rehearsed rollback plans and validations to protect go-live windows and budgets.

Meet SLAs

Show MTTR trends by team with timers, reports, and scheduled stakeholder updates.

Forecast Capacity

Plan workforce and margins using time and finance tags with live project totals.

Remove Common Roadblocks

Tame security approvals with SSO, SCIM, and IP allowlists. Lower migration risk with logged counts, rejects, and sign-offs. Drive adoption with role-based workspaces, guided planners, and how-to checklists ready in every project.

Administration

Security & Access

Enable SSO and SCIM. Control network access with IP allowlists and granular roles.

Migration Confidence

Track counts and rejects as data. Use reports and sign-offs to confirm integrity.

User Adoption

Provide role-based workspaces, planners, and checklists so teams follow one path.

Replace Patchwork Tools

Retire spreadsheets and email-only workflows. Use channel to task, SLA timers, and audit trails. Replace generic boards with Objects, status rules, and Planner conditional lists. Share one workspace and a Client’s Dashboard for external visibility.

Planfix on your domain

Planner Conditional Lists

Rule-based boards where drag-and-drop rewrites fields to match target list rules.

Objects with Rules

Control lifecycles using status sets, transitions, and guided buttons for actions.

Client’s Dashboard

Secure external portal where customers track progress and reply by email easily.

Data Tags & Totals

Track time and finance tags and roll them to Project Totals for KPIs.

AI and Automation

Use LLM actions and AI agents for routing, summaries, and data extraction.

Org Calendars

Use company calendars and Planned Work Time for realistic bookings and hypercare.

FAQ

Cloud Integrators for ERP and CRM

Run Delivery without Chaos

Start with the Fastest Win

See Value in Minutes

What You Gain

Structured Discovery

SLA-driven Ops

Deliver Implementations Predictably

Qualify and Scope

Blueprint Lifecycle

Build and Test

Migrate and Validate

Run SLA-driven Support without Growing Cost

Channel to Task

Auto Triage

Client Visibility

Measure and Improve

The Target State

Launch on Time

Meet SLAs

Forecast Capacity

Remove Common Roadblocks

Security & Access

Migration Confidence

User Adoption

Replace Patchwork Tools

Planner Conditional Lists

Objects with Rules

Client’s Dashboard

Data Tags & Totals

AI and Automation

Org Calendars

Get One Pipeline for Implementation and Support

Integrations for Cloud Integrators

How does Planfix improve ERP and CRM delivery for integrators?

Can we run SLA-driven support without extra help desk tools?

How do we control lifecycle, effort, and margins across projects?

What about security, migrations, and user adoption risks?

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