Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents Planfix CRM and Project Management System

Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Planfix runs your R&D requests, experiments, and incidents in one auditable system so you protect data integrity, move faster, and stay inspection ready.

Run R&D Work in One Auditable System — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Run R&D Work in One Auditable System

Planfix keeps every request, experiment, deviation, and decision in one configurable workspace. Planner boards, AI Dataminer, Data tags, and Project Totals replace scattered files and inboxes so your team sees live work and impact in a few clicks.

Requests and Questions

Capture every R&D request and lab question in one flow with clear owners, priorities, and context.

Experiments and Runs

Design and schedule experiments with dependencies, protocols, and outcomes stored beside each request for traceability.

Deviations and Incidents

Turn deviations into structured incidents with causes, impact, and CAPA tasks tracked through a clear lifecycle.

Summaries and Reports

Consolidate decisions, metrics, and trends into audit ready summaries and reports your team can reuse across projects.

Start with One Board for Requests and Incidents — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Start with One Board for Requests and Incidents

Route every request and incident into a single Planner board. Email to ticket and channel to task feed work from inboxes and chat. Conditional lists keep intake, active work, and incidents organized so you always see everything in flight.

Clear Intake

Cut chaos at intake with one structured queue for R&D requests and incidents across channels.

Less Rework

Keep experiment plans, protocols, and approvals with each task so teams reuse context instead of rewriting.

Stronger Compliance

Treat every deviation as a structured case with linked impact, CAPA tasks, and clean timelines for audits.

Faster Decisions

Use Data tags and Project Totals to see status, impact, and trends across programs in a few clicks.

Run R&D from Intake to Decision — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Run R&D from Intake to Decision

Planfix connects intake, experiment planning, execution, incidents, and decisions in one flow. You see how requests turn into experiments, which runs were affected by incidents, and what actions closed each investigation.

Capture and Triage

Clarify Needs and Plan

Design and Run Experiments

Investigate Incidents and Learn

Capture and Triage — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Capture and Triage

Every email, form submission, or chat message becomes a task without manual copying.
Planner conditional lists triage by requester, program, asset, severity, or any field you define.
Queues stay visible so urgent R&D incidents never disappear into personal inboxes.
Communication via different channels
Clarify Needs and Plan — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Clarify Needs and Plan

Task templates guide requesters to share context, timelines, materials, and acceptance criteria.
AI Dataminer reads unstructured messages and fills key fields such as product, assay, and priority.
Everyone aligns on scope before experiments start, which reduces rework and missed expectations.
Task templates
Design and Run Experiments — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Design and Run Experiments

Whiteboard helps you sketch experiment flows and convert blocks into tasks with dependencies.
Planned Work Time and calendars show who is doing what and when so you avoid overload.
Tasks hold protocols, checklists, and files for each run so execution and data capture stay consistent.
Whiteboard
Investigate Incidents and Learn — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Investigate Incidents and Learn

Turn deviations into incident Objects with their own status rules and CAPA tasks.
Link incidents to affected experiments, samples, and programs to understand impact quickly.
Dashboards and Project Totals show trends, root causes, and time to resolution across your portfolio.
Project reports
Give Your R&D Team One Reliable System — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Give Your R&D Team One Reliable System

Your R&D team works in a single reliable system. Requests are clear, experiments traceable, and incidents handled with discipline. You move from past experiments to current status and next steps in a few clicks instead of late night searches.

Replace spreadsheets, email, and generic tools

Replace spreadsheets, email, and generic tools — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Spreadsheets and personal trackers

Replace fragile personal files with shared boards and reports that update themselves and survive staff changes.
Replace spreadsheets, email, and generic tools — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Generic project tools

Move to Planfix where tasks, incidents, and experiment lifecycles match how R&D actually works in your lab.
Replace spreadsheets, email, and generic tools — Biotech / Pharma R&D (SMB) - Requests, Experiments, Incidents

Email trails and scattered docs

Stop digging through inboxes and shared drives; keep conversations, files, and decisions linked to every R&D task.

Integrate Planfix with your R&D stack

Connect communication, storage, automation, and mapping tools so R&D data flows into one auditable system.

See all integrations

Run R&D requests and incidents in Planfix

Start now
No credit card needed • Unlimited time on Free plan
FAQ

Use all of Planfix's features for 14 days, completely free of charge

Start now