Centralize pharmacy requests, run compliant merchandising, and prove trade spend impact in one flexible workspace.
Centralized Trade Workflow
Planfix turns every inbound email or chat into a structured task. Auto triage rules and Planner conditional lists route work by chain, region, or priority. Project Totals and Data Tags keep requests, execution, and spend aligned in real time.
Bring Order To Pharmacy Requests
Connect dedicated mailboxes and messengers so every pharmacy or chain request lands in one queue. AI Dataminer reads unstructured text and fills pharmacy, chain, address, SKUs, and dates into fields. Auto triage rules assign owners so nothing disappears in inboxes.
See The Workflow On One Board
Run each campaign on a Planner board that shows requests by chain, region, and status. Conditional lists update automatically as fields change. Status moves, photos, and comments refresh dashboards so sales, trade marketing, and management see the same live picture.
Recognize These Trade Marketing Problems
You scroll through long chat threads to remember what a key pharmacy requested. You juggle pressure from chains, sales, and finance while every campaign spawns new spreadsheets. Saying no feels risky because you cannot prove how spend translated into execution.
Prove Execution And Reconcile Spend
Project Totals fields roll up executed pharmacies, compliance rates, and spend per chain. Reports combine Data Tags, tasks, and financial fields so you can reconcile invoices, explain variance, and share trusted numbers with finance, sales, and brand partners.
What Your Process Looks Like With Planfix
Your trade marketing team runs one consistent process from request to reconciliation. Pharmacies know what to expect and sales see real numbers. Campaigns become repeatable, auditable, and easier to scale because boards, dashboards, and templates capture what actually works.
Easy To Start And Simple To Adopt
You do not need to redesign trade marketing on day one. Start with boards and fields that match your current process, then add automation, dashboards, and client dashboards later. No coding is required and the team learns by working.
Why Teams Switch To Planfix
Teams outgrow email, chat, and spreadsheets as their main tracking tools. Planfix replaces fragile side files with shared boards, reports, and Project Totals. Generic CRM or ticketing systems give way to a platform tuned for pharma trade marketing.
Connect mail, messengers, calendars, and files so pharmacy requests and execution data flow into one system.
