How does Planfix capture roles from different channels

Planfix can watch one or several mailboxes and create tasks from each new role. A rule puts the task in the correct project and Pipeline view. Recruiters no longer search for requests in chats since all tasks appear in the same workspace where they work every day.

How do recruiters work with candidates in Planfix

A recruiter creates a candidate task and links it to the vacancy. The Planner shows stages as conditional lists. Moving a candidate rewrites fields so the stage is always correct. You can require rejection reasons and feedback to keep reporting clean and to let the client see why a candidate was declined.

Can I show progress to clients without opening the whole system

You can share a Client Dashboard for one client and show only the vacancies and candidates you want. The client replies from email and the reply becomes a comment in the task. You stay in control since other tasks and reports stay inside your account.

What reports can recruiting managers build

Managers can build reports by client, vacancy, recruiter, source, status, and period. Totals help show the amount of work on a client or on a set of roles. You get fast answers when clients and leaders ask for results.

SMB recruiting agencies - client requests, job pipeline, reporting

Capture Every Vacancy in One Flow

Collect all client openings from email and messengers in one workspace. Planfix converts inbound messages into tasks, applies templates, and puts them on the Planner board so recruiters see what to do next.

Email to task

Run a Visible Candidate Pipeline

Build conditional lists for every stage. Moving a candidate updates fields and enforces the lifecycle. Rejection reasons and feedback stay inside the task so the team and the client see clean progress.

Boards in Planfix

Report without Spreadsheets

Show work done to managers and clients without manual spreadsheets. Report designer groups by client, recruiter, role, or source. Project Totals collect values per client or per period so your team can bill.

Reports and dashboards

Show Clients Only What They Need

Share a Client Dashboard that shows vacancies and candidates you selected. Clients reply by email and messages return to the task. You keep control of access and change visibility when needed.

Client dashboard

Requests in One Place

One mailbox, one rule, every vacancy arrives in the right project and board.

Pipeline for Recruiters

Planner lists stay in sync and update fields when a card changes its stage.

Reporting for Managers

Counts by source, by recruiter, by client, by role in one report set.

Progress for Clients

Share vacancies and candidates in a controlled way and let clients reply.

Many Channels

Clients send roles in email and messengers and recruiters stop retyping.

Skipped Stages

Status sets and transition rules keep vacancies and candidates in one lifecycle.

Slow Reporting

Data tags and totals use task data so reports do not take extra time.

Client Proof

Client Dashboard shows shared items so you can prove the effort fast.

Automate Recruiting Operations

Automate candidate data entry, status changes, and messages. Task scripts, buttons, and webhooks remove manual work. AI Interviewer and Dataminer write structured notes into fields so recruiters keep moving.

Automation in Planfix