Planfix for Internal IT Planfix CRM and Project Management System

Planfix for Internal IT

Centralize requests, automate workflows, and track SLA and MTTR so you deliver faster at lower cost.

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Centralized Portal, Automation, Oversight — Planfix for Internal IT

Centralized Portal, Automation, Oversight

Give employees one front door for IT. Convert emails and chats into tickets, apply rules and approvals, and track every step. SLAs and MTTR stay visible, while immutable histories make audits simple and stress free.

Single Request Portal

Give everyone one place to submit requests and track status without back and forth.

Auto Triage

Classify, prioritize, and route by rules and skills to cut first response time.

Approval Workflows

Resolve approvers automatically from org data and log every decision for audits.

SLA Timers

Track SLAs and receive breach alerts so nothing slips and escalations drop.

Audit-ready Histories

See approvals, changes, and evidence inside each ticket for clean audit trails.

Email & Chat to Ticket

Turn messages into tickets with IDs and ownership to end shadow inboxes fast.

How It Works — Planfix for Internal IT

How It Works

Centralize intake from portal, email, and chat into one queue. Apply auto triage and approvals. Standardize fulfillment with templates, subtasks, and checklists while tracking SLA and MTTR. Monitor breaches and trends on dashboards with immutable histories.

Unified Queue

Auto Triage and Routing

Unified Queue — Planfix for Internal IT

Unified Queue

Portal, email, and chat requests land in one queue with IDs and owners.
Agents work from one place. No shadow inboxes or lost requests.
SLA timers show risk. Breach alerts keep priorities clear.
See task chat
Auto Triage and Routing — Planfix for Internal IT

Auto Triage and Routing

Classify by category, priority, and skills to cut first response time.
Resolve approvers automatically and log every decision.
Reduce handoffs and rework with clear ownership from the start.
Automate triage
Quick Win — Planfix for Internal IT

Quick Win

Turn on email to ticket in under an hour. Keep your current address. Tickets get IDs, SLAs, and dashboards immediately, so you see value fast without changing how people send requests.

Centralized Intake

Less chaos and quicker first response from one queue for every channel.

Standardized Fulfillment

Consistent outcomes with templates, checklists, dependencies, and done criteria.

Oversight and Audit

Dashboards, SLA timers, and immutable histories keep teams compliant and calm.

The End State — Planfix for Internal IT

The End State

A single, trusted IT front door. Requests flow to the right team. SLAs are visible. MTTR trends down. Audits are calm. Costs fall as automation scales and rework disappears.

Picture it

Picture it — Planfix for Internal IT

Risk-aware queue

A consolidated queue with SLA timers, risk flags, and clear ownership for every ticket.
Picture it — Planfix for Internal IT

Evidence in context

Open any ticket to see approvals, changes, files, and discussion in one secure place.
Picture it — Planfix for Internal IT

Decision dashboards

Dashboards show deflection, first contact resolution, MTTR, backlog aging, and savings.
No Blockers — Planfix for Internal IT

No Blockers

Keep your existing email. Planfix converts messages to tickets automatically.
Start with intake, add auto triage later—no code required.
Resolve approvers from org data and log every step for clean audits.

Replace Shared Inboxes

Move from shared inbox and spreadsheets to one portal with SLAs, dashboards, and audit trails.

Replace Heavy ITSM

Swap legacy complexity for no-code setup that delivers faster time to value and lower cost.

Replace Chat-only Support

Turn chats into tasks with IDs, priorities, and ownership so nothing gets lost.

Optimize Internal IT with Planfix

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