How is Planfix different from typical CRM or project tools for jewelry?

Planfix is built for businesses that outgrew generic tools. You do not force jewelry workflows into a sales CRM or simple task list. Instead you model orders, pieces and claims as custom objects with their own lifecycles. Planner boards with conditional lists, Project Totals and data tags give you live numbers, not static exports. Client Dashboards let stores and partners see progress without extra systems, while AI Agents help structure messy conversations into fields.

Will jewelers and store staff cope with Planfix or is it too complex?

Most jewelers and store staff live in a few simple boards and calendars. You can hide advanced settings and keep their day focused on clear tasks with checklists, statuses and deadlines. Managers work in richer views with reports, directories and configuration tools. Because Planfix is no code, you can adjust screens and workflows as people learn, rather than pushing a rigid system that never matches how your workshops really run.

How long does it take to start using Planfix for jewelry orders?

You start small. Many jewelry teams begin with one Planner board for new orders and a simple rule set that turns email into tasks. Then you add data tags for time and cost, basic reports and a claims workflow. Imports from spreadsheets and catalogs help you move history in stages instead of one risky cutover. Because there is no coding, configuration happens in short iterations so you see value while you refine the setup.

Can Planfix integrate with the tools we already use for sales and communication?

Yes. Planfix connects to email, social channels and messengers so conversations from WhatsApp, Instagram, Facebook and mail all land in the same workspace. Native integration with virtual PBX systems logs calls and recordings against tasks. Cloud storage and calendar integrations keep documents and dates in sync. Webhooks, open API and automation platforms like Zapier and Make let you link Planfix with existing ERP, accounting or e commerce tools when you need deeper connections.

Management Software for Jewelry Workshops and Chains

One Workspace For Orders, Production And Claims

You manage custom jewelry, serial collections and repairs across stores, channels and workshops. Planfix turns orders, pieces and claims into custom objects with their own lifecycles. Planner boards, production calendars and whiteboards keep work visible, while data tags and Project Totals show live costs and claim rates by model and store. Client Dashboards keep partners and VIP clients informed without adding tools.

See workspaces in Planfix

Stop Losing Orders

Capture every request from chats, calls and messengers in one Planfix thread so nothing disappears in chat history.

Know Where Each Piece Is

Track rings, pendants and sets by status, workshop and responsible jeweler on Planner boards and calendars.

Resolve Claims Faster

Specs, warranty, materials and photos stay linked to the task so you answer tough questions with confidence.

See True Margin And Lead Times

Use data tags and Project Totals to see margin, lead times and defect patterns by store and model.

Start With Orders In One Place

Turn every inbound email or channel message into a task linked to the right order. Use email to ticket and channel to task so staff never rewrite requests by hand. Attach photos, sketches, size charts and voice notes to the same thread and manage everything on a simple Planner board with conditional lists that update status and responsible when you drag cards.

Turn email into tasks

Evenings Lost Reconstructing Orders

You comb through WhatsApp and notebooks trying to rebuild what each client actually ordered.

Firefighting Instead Of Production

You want calm, predictable production and claims handling instead of constant firefighting and surprises.

No Single Source Of Truth

You wish for one screen that shows where every important order stands right now.

Spreadsheets Multiply Every Month

Your team keeps inventing new spreadsheets because nobody trusts the old ones any longer.

Run Every Order And Production Job In One Workspace

Capture every order from email and channels into tasks so each job has a unique, traceable record. Clarify specs with comments, photos, voice notes and AI summaries, then plan production on Planner boards and calendars while data tags track cost and time.

Set up task processes

Link Claims To Orders

Log each claim as a separate object linked to the original order, piece and warranty so facts are never disputed.

Use AI Agents As Dataminers

Let AI Agents extract reasons, symptoms and expectations from messages into structured fields instead of buried in long text.

Separate Warranty From Paid Work

Guide repairs through status sets so warranty jobs stay distinct from paid services and promised deadlines.

See Patterns And Root Causes

Use data tags and reports to analyze claims by model, store, workshop and reason and adjust designs or training.

Give Stores And Partners Transparent Service

Share selected orders and claims through the free Client Dashboard so store managers can check status without calling your workshop. Use Advanced restricted UI for wholesale partners who work like almost employees but still need limited access. Standardize templates, checklists and SLAs so each store receives the same quality of communication and speed.

Explore Client Dashboard

Your New Day In Planfix

You open Planfix and see a clean board of today’s orders, hot jobs and critical claims. Every card has clear specs, deadlines and a responsible person. Workshops move cards through stages with one click, and you spot delays before they become broken promises. Claims arrive as calm requests, backed by full history in one timeline for fast, confident answers.

In Control

You feel in control of production instead of constantly reacting to chaos and last minute surprises.

Safe With Tough Cases

You feel safe opening difficult client cases because every fact and document sits in one workspace.

Confident To Grow

You feel confident scaling your network because the process is visible, standardized and repeatable across teams.

Predictable Orders And Launches

Run every custom order and collection launch with clear stages, predictable lead times and visible responsibilities.

Claims As A Professional Service

Run claims and repairs as a structured, professional service instead of an improvised favor for angry clients.

Scale Channels Without Losing Margin

Grow stores, marketplaces and partnerships while keeping visibility, margin and service quality under control.

Worried About Change

You worry a new system will overload jewelers and store staff. In Planfix you start with one simple Planner board and task templates, then grow as the team gets comfortable. You fear long, expensive implementation, yet Planfix is no code with ready building blocks you configure step by step. You can import clients, orders and catalogs through directories and bulk tools and keep old tools during a phased rollout.

Use directories and bulk tools

Why Planfix Beats Your Current Tools

Spreadsheets and notebooks break the moment volume grows. Planfix replaces them with structured objects, governed workflows and live reports that scale with every new store. Chat based workflows and personal messengers let orders die in history, while Planfix turns every message into a task in one searchable system. Rigid CRM or ERP was built for something else, and Planfix lets you model your jewelry business with custom objects, status sets and automations.

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FAQ

Jewelry Workshops & Chains - Orders, Production, Claims