Can Planfix work with our existing TMS and CAT tools?

Yes. Planfix is designed to sit comfortably beside your existing TMS and CAT tools rather than replace them. Use email to task, channel to task, and file attachments to pull work from translation platforms into one governed pipeline. Webhooks and the open API let you sync statuses or metrics if needed. Your linguists stay in their familiar tools while project managers gain a single place to see scope, stages, files, and financials.

How do we track time, cost, and margin on localization jobs?

Time and cost tracking in Planfix starts at the task level. Timers and manual entries write data tags that log hours, rates, and extra effort per job or per language. Those tags feed Project Totals fields that roll up margin, hours, and overdue work by client, portfolio, or program. Report designer and dashboards turn this into live views of throughput, profitability, and SLA compliance so you can adjust pricing or staffing based on facts, not guesses.

Is it hard to get linguists, vendors, and clients using Planfix?

Adoption is easier because most people can keep working by email. Freelancers receive tasks and updates in their inbox and reply back into the same thread. Clients use the free Client Dashboard to see progress, files, and decisions without learning a full system. Internally, personal workspaces show each role only the boards, calendars, and reports they need. No code configuration lets you tweak labels and steps gradually so the tool grows with your team.

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B2B Translation / Localization Agencies - Task & Version Pipeline

Q: How does Planfix support localization workflows end to end?

Planfix gives you one governed pipeline for every localization job instead of scattered mailboxes and sheets. You capture each request as a task, attach files, and turn messy briefs into clean fields with AI Agents. Planner boards show jobs by client, language, and stage. Status sets, transition rules, and data tags keep workflows consistent and auditable while timers and Project Totals highlight hours, margin, and overdue work. You get control from intake through delivery and invoicing.

Run every localization job through one governed task and version pipeline so you deliver clean releases on time and protect your margins.

Start localization in Planfix

Run Your Task and Version Pipeline in One Place

You want every job to follow a path with no gaps. Planfix centralizes intake, work, and versions in one governed workspace. Planner boards show jobs by client, language, and stage while status sets and rules keep workflows consistent and auditable.

Planner boards in Planfix

Structured Intake

Capture every client request in one task thread with files, notes, clear owners, and predictable routing.

Standardized Workflows

Standardize handoffs across languages and vendors with shared stages, templates, status sets, and documented responsibilities.

Controlled Versions and QA

Control versions, changes, and QA in one workspace so margins stay visible, protected, and easy to explain.

Start with Structured Intake

Turn every email or chat into a trackable task. Use email to task and channel to task to log each request. Attach files, reference links, and client notes while the Dataminer AI Agent fills languages, deadlines, and volume into fields.

Create tasks from email

Planner Boards for Live Status

Client Dashboards Your Customers Trust

Planner Boards for Live Status

See every job by client, language, and stage on one Planner board.

Drag a card from translation to review and Planfix updates assignee, status, and dates.

Filter by client, language pair, vendor, or deadline to plan work with confidence.

Planner in Planfix

Client Dashboards Your Customers Trust

Share progress with clients through free Client Dashboards instead of fragile status spreadsheets.

Clients see only their tasks, files, and comments and reply by email into the same thread.

Reduce status calls by giving transparent updates that stay in sync with real work.

Client dashboard

Clear Intake and Scoping

Scope every request, even rush jobs, with structured data, standard fields, and AI assisted intake.

Consistent Workflows and Handoffs

Run consistent workflows for each language and role with shared stages, boards, automation, and clear responsibilities.

Full History Tied to Work

Tie versions, changes, and costs to tasks and files so reporting reflects real work and real margin.

Live Margins and Throughput

Monitor margins and throughput by client, language, and team in real time with focused dashboards.

When Your Current Pipeline Starts to Break Down

A client sends a quick job to a personal inbox. Files and instructions arrive in scattered messages and chats. Someone copies details into a spreadsheet and hopes nothing is missed. Ownership is vague and every handoff risks another surprise.

Bring mail into Planfix

You feel anxious before every client status call because you rely on scattered mailboxes and fragile spreadsheets.

You feel you are guessing about progress and margins and only see issues when a client escalates.

Jobs get stuck because no one knows who owns the next step or which change request is current.

Rework for late changes is rarely billed and quietly burns profit across clients, languages, and vendors.

Centralize Intake and Scoping

Run Consistent Workflows Across Languages

Control Versions, Changes, and QA

Prove Performance and Protect Margins

Centralize Intake and Scoping

Convert every email or chat into a task with one click or automatic rules.

Use Dataminer AI Agents to extract languages, deadlines, and scope into structured fields.

Store job details, services, and pricing in objects and custom fields for fast estimates.

Build a clean queue of scoped jobs instead of loose inbox threads that no one owns.

Structured intake in Planfix

Run Consistent Workflows Across Languages

Use status sets and transition rules for different job types such as translation or DTP.

Define stages for translation, review, QA, desktop publishing, and delivery in clear order.

Show each job by stage, language, and vendor on Planner boards with saved filters.

Drag and drop updates owners and fields with no code so workflows stay fast and controlled.

Status sets and processes

Control Versions, Changes, and QA

Keep file versions tied to tasks and stages with document management and templates.

Turn change requests into linked tasks with their own scope, estimate, and approval trail.

Log extra effort, rework, and out of scope work with data tags on each job.

Maintain a clear trail of who approved which version and when for audits and reviews.

Project documents

Prove Performance and Protect Margins

Capture time and cost on every job with timers, data tags, and structured fields.

Use Project Totals to see margin, hours, and overdue work by client or program.

Build dashboards that highlight throughput, bottlenecks, and SLA risk in real time.

Negotiate pricing with facts instead of guesses because history and effort are visible.

Reporting and dashboards

Localization After Planfix

You run localization from one governed workspace instead of scattered tools. Every job has an owner, stage, and next step. You see the impact of changes on timelines and margin in real time and financials finally match the work delivered.

Multi project tools

Calm Before Reviews

Walk into client reviews and audits calm because status, history, and files are easy to show.

Confident Project Managers

Project managers feel in control of complex multi language releases instead of chasing updates across chats and sheets.

Transparent Vendor Work

Vendors see clear scopes and changes so they feel treated fairly and can focus on quality.

One Pipeline Per Client

Run one pipeline for every client and language pair instead of fragile custom side solutions.

Growth without Chaos

Grow volume without padding estimates or hiding overtime because the pipeline stays predictable and transparent.

We Do Not Have Time to Move Off Spreadsheets

Our Linguists and Clients Use Many Tools Already

New Systems Are Hard to Learn

We Do Not Have Time to Move Off Spreadsheets

Start with one key client and a simple Planner board that mirrors your current sheet.

Keep your TMS and CAT tools and log work into Planfix through email to task and imports.

Migrate flows gradually so the team learns the new pipeline while staying productive.

Replace spreadsheets safely

Our Linguists and Clients Use Many Tools Already

Planfix wraps around email, chat, telephony, and web so people stay in familiar channels.

Freelancers work from email threads, clients from their Client Dashboard, and PMs from boards.

Integrations and webhooks let you connect TMS, storage, and finance tools when you are ready.

Omnichannel communication

New Systems Are Hard to Learn

Personal workspaces show each role only the boards, queues, and reports they actually need.

Use simple status labels and fields first and add detail gradually as the pipeline matures.

No code configuration lets you adjust processes yourself instead of waiting for developers.

Role based workspaces

Generic Task Trackers

Traditional trackers handle tasks but not versions, languages, client access, or governed vendor pipelines.

Traditional CRM

CRM helps win deals but not run localization delivery, QA, and long running multi language programs.

Spreadsheets and Email Threads

Sheets and inboxes hide ownership, history, and margin in scattered files that no one fully trusts.

Run your localization pipeline on Planfix

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Planfix integrations for localization teams

Connect your TMS, communication, storage, and finance tools so tasks, files, and analytics stay in one place.

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