How is Planfix different from generic project management tools for NGOs?

Generic project tools rarely understand donor rules, field logistics, and audit pressure in one place. Planfix combines project management with logistics tracking, Location fields, Project Totals, and data tags so you see stock, spend, and issues together. Client dashboards give donors and partners controlled visibility without exposing your whole system.

Can Planfix handle complex donor rules and compliance requirements?

Yes. Planfix uses objects, custom fields, and status sets so you can model each donor agreement and grant lifecycle in detail. Transition rules define who can move work between stages and which approvals or documents are required. As donor rules change, you update configuration instead of rebuilding spreadsheets from scratch.

Do distributed field teams need special training to use Planfix?

Field teams work inside simple task lists and checklists while headquarters uses Planner boards, dashboards, and reports. Role based workspaces show each group only what they need. Mobile apps and external client dashboards keep partners and communities updated without expecting them to learn a complex back office tool.

We already use email, spreadsheets, and donor portals. How does Planfix fit in?

Planfix does not replace important donor portals or familiar tools overnight. It becomes your governed system of record that connects to email, chat, telephony, and forms. Messages and updates land as tasks instead of scattered threads. You keep existing portals for submission and use Planfix to prepare clean, consistent data for them.

Non-Emergency Requests Management Software for Cities

Bring Order To Grants, Logistics, And Reporting

You coordinate grants, corridors, warehouses, and partners while work scatters across inboxes, spreadsheets, donor portals, and chat threads. Planfix gives you one governed workspace to plan, execute, and document each project with Planner, Location fields, Project Totals, data tags, and AI Agents.

Workspaces In Planfix

Portfolio Planning And Grants

Governed Grant Lifecycles

Logistics And Distributions

Evidence, Reporting, And AI

Portfolio Planning And Grants

Prioritize needs and funding across projects and donors with projects, custom fields, and Planner portfolio views.

See what is approved, in the pipeline, and at risk in one portfolio board.

Use Project Totals and data tags to track burn rates and coverage per donor and corridor.

Planner And Boards

Governed Grant Lifecycles

Turn donor contracts into structured activities, approvals, and compliance steps with objects and status sets.

Model each grant lifecycle with clear transition rules instead of generic checklists.

Give teams precise tasks, approvals, and documents that match each donor agreement.

Configure Processes

Logistics And Distributions

Coordinate shipments and distributions on one board with clear tasks for warehouses and partners.

Use the Location field and map views to see corridors, warehouses, and delivery points on the map.

Route work by geography and partner rather than reading long email chains.

Tasks On The Map

Evidence, Reporting, And AI

Capture stock movements, time, and finance events as data tags on each task.

Use Project Totals to roll up quantities, costs, and exceptions per project and donor.

Let Planfix AI Agents extract key figures, issues, and agreements from comments and email for reporting.

Data Tags And Reports

Start With A Single Shared Queue

Centralize requests, orders, and change messages in one shared queue. Connect email and chat so every message becomes a task with clear owners and due dates. Use simple templates for stock requests, shipment follow ups, and report inputs instead of chasing threads.

Channel To Task

See Your Portfolio At A Glance

Open the Planner board and see every shipment and distribution by corridor, donor, and status. Drag a card to a new conditional list and assignee, priority, and phase update automatically. Open donor report tasks with live totals fed by tags and AI Agents.

Planner And Lists

Governed From Award To Audit

Keep every funded activity, shipment, and document traceable from initial award through close out and audit.

Real Time Visibility

See where goods are, what is delivered, and how spend tracks donor budget lines in live views.

Cleaner Donor Reporting

Build reports from structured data instead of last minute spreadsheet hunts and send them on set schedules.

Calmer Teams And Partners

Run workflows, approvals, and responsibilities in one system so teams spend less time chasing updates.

Complex Grants And Pipelines

Manage grants and pipelines across countries where critical details now hide in email threads and shared folders.

Painful Reporting Cycles

Spend nights before deadlines reconciling spreadsheets from logistics, finance, and field teams into donor reports.

Risk To Funding And Trust

Worry that one missing document or mismatch could damage donor confidence and future funding decisions.

What Your Day Looks Like With Planfix

You open Planfix and see your portfolio of aid projects, shipments, and donor reports in one governed workspace. Each grant has a clear workflow from award to close out. Every shipment is linked to a task with location, quantities, and evidence in place.

Deliver Aid With Confidence

Deliver the right aid to the right locations on time with clear visibility from supplier to last mile. Keep every donor confident with clean, consistent, and timely reports backed by traceable data. Scale projects and corridors without burning out staff or drowning in spreadsheets.

Portfolio Tools

How You Will Feel With Planfix

Calm Before Deadlines

Deadlines stop feeling like emergencies because numbers and evidence are already captured in tasks, tags, and reports.

Confident Donor Calls

Answer detailed donor questions in minutes using live dashboards, Project Totals, and documented decisions instead of ad hoc updates.

Focused In Crises

Stay focused when crises escalate because workflows, queues, and responsibilities are clear and the system supports your teams.

Replace Fragile Tools With A Governed System

Move beyond email and spreadsheets as your main system of record. Replace generic project tools that ignore logistics and donor rules with Planner, Location fields, Project Totals, and data tags. Use Planfix as your internal system that mirrors donor structures and feeds clean data into portals.

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