Turn scattered publisher and advertiser issues into one live ticket system so you protect revenue, keep partners informed, and prove every decision later.
Capture messy partner messages as clean tasks in a single Planner board. Email to ticket, channel to task, and telephony integration feed one queue. Client Dashboards and AI agents keep context, agreements, and next steps always visible to your team.
Start with a Planner board that shows every new and open partner ticket. Conditional lists split the queue by impact, tier, or owner. Dragging cards between lists rewrites responsible, status, and priority fields so governance happens naturally.
Invite key publishers and advertisers into a secure Client Dashboard. They see only their tickets, statuses, and resolutions. Email replies land in the same thread, so they stop asking for updates and your team escapes endless status pings.
Run investigations from one place instead of juggling tools. Call tasks store recordings and transcripts. Data tags capture time spent and financial adjustments. Automation scripts advance tickets, remind owners, and log every decision for later reviews and audits.
Critical issues surface only when an angry partner escalates. Your team jumps between email, chats, tracking platforms, and spreadsheets just to understand one dispute. No one can state confidently how many tickets are open or who owns them.
Tickets become a controlled flow instead of a storm. Your team works from one system with shared boards, dashboards, and reports. Partners see fast, consistent answers and understand each decision. Reviews focus on prevention and improvement, not blame.
Connect Planfix to email, messengers, telephony, and tracking tools, keeping partner contact channels unchanged. Use Objects to model publisher tickets and disputes. No-code fields, workflows, and status sets adapt in hours instead of long implementation projects.
Email and generic helpdesks hide affiliate context like offers, partners, traffic, and financial adjustments. Planfix combines CRM records, Directories, and Client Dashboards with no-code lifecycle design, automation, and AI, so support runs where the business actually lives.
Connect mail, messengers, telephony, and automation platforms so partner tickets flow in without changing contact channels.
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